PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 512 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,442,569 | +53.6% | 44,826 | +63.8% | 1.20% | +52.6% |
Q1 2024 | $1,590,587 | +24.1% | 27,372 | +11.0% | 0.79% | +19.0% |
Q4 2023 | $1,281,554 | +2.0% | 24,650 | -3.0% | 0.66% | +0.2% |
Q3 2023 | $1,255,967 | +16.6% | 25,409 | +12.9% | 0.66% | +13.7% |
Q2 2023 | $1,077,506 | – | 22,509 | – | 0.58% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ODonnell Financial Services, LLC | 574,159 | $24,729,000 | 20.26% |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,735,605 | $74,753,000 | 17.23% |
Lee Financial Group Hawaii, Inc. | 408,203 | $17,581,000 | 17.14% |
Presidio Capital Management, LLC | 352,468 | $15,181,000 | 16.30% |
American Planning Services, Inc. | 310,888 | $13,389,000 | 14.90% |
Brio Consultants, LLC | 722,711 | $31,228,000 | 7.09% |
Pacific Wealth Management | 145,794 | $6,279,000 | 6.92% |
IAM Advisory, LLC | 381,342 | $16,424,000 | 6.75% |
Core Wealth Advisors, Inc. | 248,545 | $10,705,000 | 6.58% |
Wiser Wealth Management, Inc | 287,359 | $12,377,000 | 6.41% |