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 | $8,225,503 | +4.4% | 166,407 | +1.1% | 0.92% | +8.3% |
| Q2 2023 | $7,879,271 | +9.8% | 164,597 | +7.7% | 0.85% | +4.0% |
| Q1 2023 | $7,178,168 | +1.3% | 152,890 | -0.3% | 0.82% | -2.3% |
| Q4 2022 | $7,088,965 | +19.0% | 153,275 | +5.6% | 0.84% | +12.9% |
| Q3 2022 | $5,956,000 | +0.3% | 145,199 | +5.3% | 0.74% | +1.2% |
| Q2 2022 | $5,938,000 | +17.7% | 137,859 | +36.0% | 0.73% | +25.1% |
| Q1 2022 | $5,045,000 | – | 101,341 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 545,848 | $26,129,728 | 23.88% |
| COLUMBIA ADVISORY PARTNERS LLC | 266,796 | $12,771,525 | 13.66% |
| CMC Financial Group | 146,795 | $7,027,091 | 13.36% |
| Provident Wealth Management, LLC | 544,337 | $26,057,407 | 12.83% |
| UNIQUE WEALTH, LLC | 610,133 | $29,207,069 | 12.76% |
| Presidio Capital Management, LLC | 323,995 | $15,509,623 | 12.42% |
| Requisite Capital Management, LLC | 1,005,019 | $48,110,258 | 12.23% |
| INSTRUMENTAL WEALTH, LLC | 186,183 | $9,127,016 | 10.97% |
| O'Brien Wealth Partners LLC | 758,208 | $36,295,441 | 10.68% |
| Clay Northam Wealth Management, LLC | 189,362 | $9,064,754 | 8.62% |