PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 304 filers reported holding PACER FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $22,167,022 | +7.6% | 426,371 | +2.3% | 2.28% | -4.8% |
| Q3 2023 | $20,607,918 | +18.7% | 416,911 | +14.9% | 2.40% | -2.5% |
| Q2 2023 | $17,367,839 | -9.0% | 362,813 | -10.8% | 2.46% | +13.1% |
| Q1 2023 | $19,088,859 | -28.9% | 406,578 | -24.2% | 2.17% | +15.8% |
| Q4 2022 | $26,850,931 | +75.1% | 536,268 | +67.8% | 1.88% | +76.3% |
| Q1 2022 | $15,336,000 | +135.1% | 319,555 | +131.0% | 1.06% | +147.4% |
| Q4 2021 | $6,522,000 | +33.8% | 138,326 | +31.8% | 0.43% | +32.7% |
| Q3 2021 | $4,875,000 | – | 104,922 | – | 0.32% | – |
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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% |