PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 559 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $12,715,000 | +4.7% | 309,974 | +9.9% | 2.91% | +17.2% |
| Q2 2022 | $12,150,000 | -11.1% | 282,109 | +2.7% | 2.48% | -3.9% |
| Q1 2022 | $13,673,000 | +5.0% | 274,670 | -0.7% | 2.58% | +39.6% |
| Q4 2021 | $13,021,000 | +6.5% | 276,515 | -1.1% | 1.85% | +15.2% |
| Q3 2021 | $12,221,000 | -0.7% | 279,651 | -2.8% | 1.61% | +2.9% |
| Q2 2021 | $12,304,000 | +17.0% | 287,604 | +11.3% | 1.56% | +12.0% |
| Q1 2021 | $10,512,000 | +20.1% | 258,395 | -0.9% | 1.39% | +15.3% |
| Q4 2020 | $8,752,000 | -10.2% | 260,777 | -24.6% | 1.21% | -17.7% |
| Q3 2020 | $9,745,000 | -11.6% | 345,702 | -16.0% | 1.47% | -18.3% |
| Q2 2020 | $11,027,000 | +283.4% | 411,453 | +216.0% | 1.80% | +235.6% |
| Q1 2020 | $2,876,000 | +19.7% | 130,192 | +68.3% | 0.54% | +49.7% |
| Q4 2019 | $2,403,000 | -1.7% | 77,350 | -8.9% | 0.36% | -0.8% |
| Q3 2019 | $2,445,000 | -16.0% | 84,929 | -16.3% | 0.36% | -7.7% |
| Q2 2019 | $2,912,000 | +7.7% | 101,497 | +8.6% | 0.39% | +8.0% |
| Q1 2019 | $2,704,000 | +76.7% | 93,480 | +57.1% | 0.36% | +54.0% |
| Q4 2018 | $1,530,000 | – | 59,521 | – | 0.24% | – |
Download | ||||||
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% |