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 | $1,891,435 | -24.5% | 38,265 | -26.9% | 0.80% | -24.0% |
| Q2 2023 | $2,506,361 | +2.2% | 52,358 | +0.2% | 1.06% | -2.5% |
| Q1 2023 | $2,452,511 | -0.8% | 52,237 | -2.2% | 1.08% | +7.1% |
| Q4 2022 | $2,471,222 | -29.0% | 53,432 | -37.0% | 1.01% | -31.3% |
| Q3 2022 | $3,481,000 | -6.5% | 84,866 | -1.8% | 1.47% | +8.1% |
| Q2 2022 | $3,723,000 | – | 86,442 | – | 1.36% | – |
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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% |