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 2023 | $404,584 | -61.8% | 8,185 | -63.0% | 0.02% | -62.5% |
| Q2 2023 | $1,059,698 | -95.5% | 22,137 | -95.6% | 0.05% | -95.8% |
| Q1 2023 | $23,447,675 | +2.6% | 499,418 | +1.1% | 1.15% | -5.4% |
| Q4 2022 | $22,854,185 | +22.8% | 494,144 | +8.9% | 1.22% | +10.9% |
| Q3 2022 | $18,613,000 | -20.7% | 453,788 | -16.7% | 1.10% | -21.0% |
| Q2 2022 | $23,470,000 | – | 544,955 | – | 1.39% | – |
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% |