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 | $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 ↓ |
|---|---|---|---|
| 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% |