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% | – |
Download | ||||||
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% |