PACER FDS TR's ticker is ICOW and the CUSIP is 69374H873. A total of 89 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $53,881,150 | +7.3% | 1,774,738 | +12.9% | 0.05% | +1.9% |
| Q1 2024 | $50,221,723 | -8.7% | 1,571,880 | -10.7% | 0.05% | -16.1% |
| Q4 2023 | $55,002,961 | +39.2% | 1,760,660 | +33.1% | 0.06% | +21.6% |
| Q3 2023 | $39,521,059 | +78.0% | 1,323,102 | +77.1% | 0.05% | +75.9% |
| Q2 2023 | $22,206,651 | +374.9% | 746,945 | +372.9% | 0.03% | +314.3% |
| Q1 2023 | $4,676,496 | – | 157,936 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 1,133,915 | $30,899,191 | 4.93% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 234,311 | $6,384,975 | 4.47% |
| IAM Advisory, LLC | 342,581 | $9,335,319 | 3.43% |
| Carlson Capital Management | 1,587,111 | $43,248,771 | 3.12% |
| Clay Northam Wealth Management, LLC | 36,345 | $990,401 | 1.14% |
| Stratos Wealth Advisors, LLC | 248,644 | $6,775,557 | 0.56% |
| Patriot Financial Group Insurance Agency, LLC | 150,302 | $4,095,730 | 0.55% |
| PERSONAL CFO SOLUTIONS, LLC | 60,282 | $1,642,697 | 0.35% |
| Birchcreek Wealth Management, LLC | 10,451 | $284,802 | 0.25% |
| Day & Ennis, LLC | 19,534 | $532,302 | 0.21% |