PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 307 filers reported holding PACER FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $45,458,314 | -5.2% | 834,251 | +1.1% | 3.95% | -4.2% |
| Q1 2024 | $47,969,718 | +12.5% | 825,499 | +0.7% | 4.12% | +4.4% |
| Q4 2023 | $42,629,833 | +7.3% | 819,962 | +2.0% | 3.95% | -3.3% |
| Q3 2023 | $39,724,576 | +6.6% | 803,653 | +3.3% | 4.08% | +6.5% |
| Q2 2023 | $37,255,062 | +5.5% | 778,255 | +3.5% | 3.83% | +0.8% |
| Q1 2023 | $35,302,772 | +1.6% | 751,923 | +0.1% | 3.80% | -1.4% |
| Q4 2022 | $34,749,345 | +8.6% | 751,337 | +1.2% | 3.86% | +3.3% |
| Q3 2022 | $31,987,000 | +81.7% | 742,159 | +81.6% | 3.73% | +82.8% |
| Q2 2022 | $17,605,000 | – | 408,743 | – | 2.04% | – |
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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% |