PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 13 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,193,975 | +15.4% | 671,535 | +11.8% | 0.48% | +15.3% |
| Q2 2023 | $28,761,780 | +6.5% | 600,831 | +4.4% | 0.41% | -4.4% |
| Q1 2023 | $27,017,237 | +19.0% | 575,447 | +17.2% | 0.43% | +9.4% |
| Q4 2022 | $22,711,433 | +39.0% | 491,058 | +23.3% | 0.40% | +23.8% |
| Q3 2022 | $16,343,000 | +27.4% | 398,421 | +33.7% | 0.32% | +30.2% |
| Q2 2022 | $12,830,000 | +131.3% | 297,891 | +167.3% | 0.24% | +169.2% |
| Q1 2022 | $5,548,000 | +263.1% | 111,450 | +243.5% | 0.09% | +279.2% |
| Q4 2021 | $1,528,000 | +142.5% | 32,441 | +125.0% | 0.02% | +118.2% |
| Q3 2021 | $630,000 | +121.1% | 14,416 | +116.7% | 0.01% | +120.0% |
| Q2 2021 | $285,000 | – | 6,654 | – | 0.01% | – |
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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% |