PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 353 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is 2.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,425,687 | -1.9% | 89,536 | -5.0% | 0.89% | +9.1% |
| Q2 2023 | $4,513,051 | +14.4% | 94,279 | +12.2% | 0.82% | +3.5% |
| Q1 2023 | $3,945,808 | +508.7% | 84,044 | +499.6% | 0.79% | +467.6% |
| Q4 2022 | $648,274 | +17.2% | 14,017 | +1.8% | 0.14% | -13.7% |
| Q3 2022 | $553,000 | +3.0% | 13,768 | +8.2% | 0.16% | +38.8% |
| Q2 2022 | $537,000 | +25.5% | 12,729 | +46.2% | 0.12% | +68.1% |
| Q1 2022 | $428,000 | +2.1% | 8,707 | -3.2% | 0.07% | +3.0% |
| Q4 2021 | $419,000 | -21.1% | 8,999 | -26.7% | 0.07% | -24.7% |
| Q3 2021 | $531,000 | -30.2% | 12,278 | -31.0% | 0.09% | -23.9% |
| Q2 2021 | $761,000 | – | 17,784 | – | 0.12% | – |
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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% |