PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 666 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,838,204 | -5.1% | 529,238 | +1.2% | 1.26% | -9.3% |
| Q1 2024 | $30,381,330 | +20.2% | 522,824 | +7.5% | 1.39% | -41.8% |
| Q4 2023 | $25,275,012 | +5.4% | 486,151 | +0.2% | 2.39% | -11.9% |
| Q3 2023 | $23,976,242 | +1.7% | 485,054 | -1.5% | 2.71% | +10.9% |
| Q2 2023 | $23,578,012 | +2.3% | 492,543 | +0.3% | 2.45% | -0.5% |
| Q1 2023 | $23,057,793 | +63087.6% | 491,114 | +62145.1% | 2.46% | +49120.0% |
| Q4 2022 | $36,491 | – | 789 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 574,159 | $24,729,000 | 20.26% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,735,605 | $74,753,000 | 17.23% |
| Lee Financial Group Hawaii, Inc. | 408,203 | $17,581,000 | 17.14% |
| Presidio Capital Management, LLC | 352,468 | $15,181,000 | 16.30% |
| American Planning Services, Inc. | 310,888 | $13,389,000 | 14.90% |
| Brio Consultants, LLC | 722,711 | $31,228,000 | 7.09% |
| Pacific Wealth Management | 145,794 | $6,279,000 | 6.92% |
| IAM Advisory, LLC | 381,342 | $16,424,000 | 6.75% |
| Core Wealth Advisors, Inc. | 248,545 | $10,705,000 | 6.58% |
| Wiser Wealth Management, Inc | 287,359 | $12,377,000 | 6.41% |