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 | $77,050 | +5.2% | 1,482 | 0.0% | 0.01% | -10.0% |
| Q3 2023 | $73,256 | +3.7% | 1,482 | +0.5% | 0.01% | +11.1% |
| Q2 2023 | $70,618 | +2.3% | 1,475 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $69,048 | -7.6% | 1,471 | -9.0% | 0.01% | -18.2% |
| Q4 2022 | $74,721 | +13.4% | 1,616 | +0.6% | 0.01% | +10.0% |
| Q3 2022 | $65,912 | +33.1% | 1,607 | +39.7% | 0.01% | +42.9% |
| Q2 2022 | $49,531 | – | 1,150 | – | 0.01% | – |
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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% |