PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 501 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,431,054 | +0.9% | 69,412 | -2.3% | 0.27% | +7.1% |
| Q2 2023 | $3,399,888 | -87.8% | 71,023 | -88.0% | 0.26% | -88.3% |
| Q1 2023 | $27,866,655 | -0.6% | 593,539 | -2.1% | 2.18% | -8.3% |
| Q4 2022 | $28,027,462 | +14.5% | 605,999 | +1.6% | 2.38% | +4.3% |
| Q3 2022 | $24,471,000 | -0.6% | 596,564 | +4.4% | 2.28% | +4.5% |
| Q2 2022 | $24,608,000 | +492.1% | 571,351 | +584.4% | 2.18% | +570.5% |
| Q1 2022 | $4,156,000 | – | 83,485 | – | 0.32% | – |
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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% |