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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498 | -9.6% | 16,665 | -10.0% | 0.00% | 0.0% |
| Q2 2023 | $551 | -2.5% | 18,524 | -2.9% | 0.00% | 0.0% |
| Q1 2023 | $565 | +156.8% | 19,087 | +136.1% | 0.00% | +100.0% |
| Q4 2022 | $220 | -100.0% | 8,085 | -69.0% | 0.00% | -75.0% |
| Q1 2020 | $504,000 | -36.1% | 26,071 | -9.3% | 0.00% | -20.0% |
| Q4 2019 | $789,000 | +12.2% | 28,743 | +3.4% | 0.01% | 0.0% |
| Q3 2019 | $703,000 | +0.1% | 27,798 | +2.6% | 0.01% | 0.0% |
| Q2 2019 | $702,000 | -7.9% | 27,091 | -5.8% | 0.01% | -16.7% |
| Q1 2019 | $762,000 | +170.2% | 28,757 | +145.3% | 0.01% | +100.0% |
| Q4 2018 | $282,000 | -14.0% | 11,722 | -1.4% | 0.00% | 0.0% |
| Q3 2018 | $328,000 | +46.4% | 11,892 | +47.8% | 0.00% | +50.0% |
| Q2 2018 | $224,000 | – | 8,044 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 173,727 | $5,084,976 | 6.71% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 243,376 | $7,206,363 | 5.11% |
| Amplius Wealth Advisors, LLC | 1,138,516 | $33,711,465 | 4.84% |
| AVALON CAPITAL MANAGEMENT | 285,397 | $8,450,605 | 4.33% |
| AlphaCore Capital LLC | 511,990 | $15,160,009 | 4.01% |
| CASTLE WEALTH MANAGEMENT LLC | 152,378 | $4,511,913 | 3.49% |
| IAM Advisory, LLC | 339,232 | $10,044,662 | 3.47% |
| Carlson Capital Management | 1,619,262 | $47,946,358 | 3.10% |
| Empirical Asset Management, LLC | 68,987 | $2,042,694 | 1.95% |
| Bridge Advisory, LLC | 101,016 | $2,991,098 | 1.16% |