PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 353 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is 2.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,166,471 | +134.2% | 266,366 | +122.5% | 0.00% | +100.0% |
| Q1 2023 | $5,620,760 | -56.7% | 119,718 | -57.4% | 0.00% | -66.7% |
| Q4 2022 | $12,983,346 | +237.2% | 280,721 | +199.1% | 0.01% | +200.0% |
| Q3 2022 | $3,850,000 | +126.1% | 93,858 | +137.4% | 0.00% | +100.0% |
| Q2 2022 | $1,703,000 | -89.4% | 39,531 | -87.8% | 0.00% | -80.0% |
| Q1 2022 | $16,106,000 | +7356.5% | 323,547 | +6442.9% | 0.01% | – |
| Q3 2021 | $216,000 | -64.9% | 4,945 | -75.1% | 0.00% | -100.0% |
| Q4 2019 | $616,000 | +64.3% | 19,828 | +52.0% | 0.00% | 0.0% |
| Q3 2019 | $375,000 | -73.8% | 13,042 | -73.9% | 0.00% | -66.7% |
| Q2 2019 | $1,433,000 | +145.0% | 49,937 | +163.5% | 0.00% | +200.0% |
| Q3 2018 | $585,000 | -30.4% | 18,951 | -32.8% | 0.00% | -50.0% |
| Q2 2018 | $841,000 | – | 28,180 | – | 0.00% | – |
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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% |