PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 559 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,423,797 | +2.6% | 291,802 | -0.6% | 0.16% | +6.1% |
| Q2 2023 | $14,053,733 | -30.1% | 293,581 | -31.5% | 0.15% | -34.5% |
| Q1 2023 | $20,112,065 | +1.8% | 428,372 | +0.3% | 0.23% | -3.0% |
| Q4 2022 | $19,746,900 | +55.6% | 426,959 | +38.0% | 0.23% | +40.4% |
| Q3 2022 | $12,690,000 | -3.6% | 309,350 | +1.2% | 0.17% | +0.6% |
| Q2 2022 | $13,164,000 | +7.0% | 305,653 | +23.7% | 0.16% | +23.1% |
| Q1 2022 | $12,299,000 | – | 247,069 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 530,074 | $26,201,578 | 24.05% |
| CMC Financial Group | 277,154 | $13,699,720 | 21.52% |
| COLUMBIA ADVISORY PARTNERS LLC | 268,231 | $13,258,658 | 14.45% |
| Requisite Capital Management, LLC | 1,085,179 | $53,640,378 | 13.62% |
| Provident Wealth Management, LLC | 564,349 | $27,895,771 | 13.56% |
| Presidio Capital Management, LLC | 287,184 | $14,195,494 | 12.46% |
| UNIQUE WEALTH, LLC | 569,190 | $28,135,054 | 11.75% |
| INSTRUMENTAL WEALTH, LLC | 196,153 | $9,819,438 | 11.47% |
| O'Brien Wealth Partners LLC | 756,611 | $37,399,275 | 10.73% |
| ODonnell Financial Services, LLC | 352,556 | $17,426,843 | 9.69% |