PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 449 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,585,146 | -2.3% | 136,650 | +2.4% | 0.36% | +1.4% |
| Q2 2023 | $6,737,679 | -9.3% | 133,446 | -14.9% | 0.35% | -19.2% |
| Q1 2023 | $7,427,854 | +31.4% | 156,805 | +38.6% | 0.43% | +25.1% |
| Q4 2022 | $5,651,412 | +119.4% | 113,119 | +108.5% | 0.35% | +88.0% |
| Q3 2022 | $2,576,000 | +79.3% | 54,253 | +75.0% | 0.18% | +76.9% |
| Q2 2022 | $1,437,000 | +68.1% | 30,994 | +72.5% | 0.10% | +60.0% |
| Q1 2022 | $855,000 | +43.0% | 17,972 | +43.1% | 0.06% | +54.8% |
| Q4 2021 | $598,000 | – | 12,555 | – | 0.04% | – |
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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% |