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. | 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% |