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 | $83,829,299 | -20.4% | 1,695,919 | -22.9% | 5.07% | -13.2% |
| Q2 2023 | $105,281,538 | -12.2% | 2,199,321 | -13.9% | 5.84% | -9.1% |
| Q1 2023 | $119,946,960 | +0.9% | 2,554,780 | -0.6% | 6.43% | -4.1% |
| Q4 2022 | $118,920,892 | +17.4% | 2,571,262 | +4.1% | 6.70% | -1.9% |
| Q3 2022 | $101,301,000 | +36.0% | 2,469,546 | +42.7% | 6.83% | +26.9% |
| Q2 2022 | $74,513,000 | – | 1,730,039 | – | 5.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 530,074 | $26,201,578 | 24.05% |
| CMC Financial Group | 277,154 | $13,699,720 | 21.52% |
| COLUMBIA ADVISORY PARTNERS LLC | 268,231 | $13,258,658 | 14.45% |
| Requisite Capital Management, LLC | 1,085,179 | $53,640,378 | 13.62% |
| Provident Wealth Management, LLC | 564,349 | $27,895,771 | 13.56% |
| Presidio Capital Management, LLC | 287,184 | $14,195,494 | 12.46% |
| UNIQUE WEALTH, LLC | 569,190 | $28,135,054 | 11.75% |
| INSTRUMENTAL WEALTH, LLC | 196,153 | $9,819,438 | 11.47% |
| O'Brien Wealth Partners LLC | 756,611 | $37,399,275 | 10.73% |
| ODonnell Financial Services, LLC | 352,556 | $17,426,843 | 9.69% |