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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $23,042,753 | +22.7% | 446,392 | +17.5% | 8.40% | +10.0% |
| Q3 2023 | $18,774,390 | +7.5% | 379,818 | +4.1% | 7.63% | +8.8% |
| Q2 2023 | $17,468,133 | +5.5% | 364,908 | +3.5% | 7.01% | -0.8% |
| Q1 2023 | $16,553,630 | +5.4% | 352,580 | +3.8% | 7.07% | -2.6% |
| Q4 2022 | $15,708,155 | +22.6% | 339,636 | +8.7% | 7.26% | +8.4% |
| Q3 2022 | $12,816,000 | +3.5% | 312,434 | +8.7% | 6.70% | +4.4% |
| Q2 2022 | $12,377,000 | – | 287,359 | – | 6.41% | – |
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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% |