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 | $93,513,157 | +5.1% | 1,891,830 | +1.8% | 5.54% | +3.2% |
| Q2 2023 | $88,943,695 | +4.9% | 1,858,026 | +2.9% | 5.37% | -2.0% |
| Q1 2023 | $84,775,024 | +4.1% | 1,805,645 | +2.6% | 5.48% | -6.7% |
| Q4 2022 | $81,419,221 | +25.5% | 1,760,416 | +11.3% | 5.88% | +6.4% |
| Q3 2022 | $64,892,000 | +1.1% | 1,581,956 | +6.2% | 5.52% | -2.2% |
| Q2 2022 | $64,177,000 | +3.7% | 1,490,070 | +19.8% | 5.65% | +9.2% |
| Q1 2022 | $61,901,000 | +49.8% | 1,243,499 | +41.7% | 5.17% | +44.2% |
| Q4 2021 | $41,332,000 | +1914.2% | 877,730 | +1769.5% | 3.59% | +1545.4% |
| Q3 2021 | $2,052,000 | – | 46,950 | – | 0.22% | – |
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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% |