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 | $4,025,465 | +5.8% | 81,438 | +2.5% | 0.52% | +3.8% |
| Q2 2023 | $3,805,206 | +9.5% | 79,490 | +7.4% | 0.50% | +0.4% |
| Q1 2023 | $3,475,264 | +20.3% | 74,021 | +18.5% | 0.50% | +10.4% |
| Q4 2022 | $2,888,431 | +66.3% | 62,453 | +47.5% | 0.45% | +47.9% |
| Q3 2022 | $1,737,000 | +87.8% | 42,350 | +97.3% | 0.31% | +69.6% |
| Q2 2022 | $925,000 | – | 21,466 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 212,703 | $11,058,429 | 10.27% |
| Wiser Wealth Management, Inc | 446,392 | $23,042,753 | 8.40% |
| RVW Wealth, LLC | 721,095 | $37,489,717 | 4.12% |
| WealthPLAN Partners, LLC | 426,371 | $22,167,022 | 2.28% |
| CAMPBELL CAPITAL MANAGEMENT INC | 92,425 | $4,805 | 2.25% |
| Modus Advisors, LLC | 104,828 | $5,450,008 | 2.21% |
| WealthPlan Investment Management, LLC | 125,478 | $6,523,581 | 1.04% |
| High Net Worth Advisory Group LLC | 33,772 | $1,755,806 | 0.65% |
| CHANNEL WEALTH LLC | 14,739 | $766,281 | 0.36% |
| Lowe Wealth Advisors, LLC | 7,955 | $413,580 | 0.20% |