PACER FDS TR's ticker is ICOW and the CUSIP is 69374H873. A total of 107 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,939 | +383.7% | 21,391 | +376.8% | 0.03% | +866.7% |
| Q2 2023 | $132,091 | +103.6% | 4,486 | +101.6% | 0.00% | 0.0% |
| Q1 2023 | $64,888 | +82036.7% | 2,225 | -18.0% | 0.00% | +50.0% |
| Q4 2022 | $79 | -99.9% | 2,712 | -26.9% | 0.00% | -33.3% |
| Q3 2022 | $108,000 | 0.0% | 3,712 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $108,000 | 0.0% | 3,712 | 0.0% | 0.00% | +200.0% |
| Q1 2022 | $108,000 | +285.7% | 3,712 | +271.2% | 0.00% | 0.0% |
| Q3 2018 | $28,000 | -33.3% | 1,000 | -33.3% | 0.00% | -50.0% |
| Q2 2018 | $42,000 | – | 1,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 173,727 | $5,084,976 | 6.71% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 243,376 | $7,206,363 | 5.11% |
| Amplius Wealth Advisors, LLC | 1,138,516 | $33,711,465 | 4.84% |
| AVALON CAPITAL MANAGEMENT | 285,397 | $8,450,605 | 4.33% |
| AlphaCore Capital LLC | 511,990 | $15,160,009 | 4.01% |
| CASTLE WEALTH MANAGEMENT LLC | 152,378 | $4,511,913 | 3.49% |
| IAM Advisory, LLC | 339,232 | $10,044,662 | 3.47% |
| Carlson Capital Management | 1,619,262 | $47,946,358 | 3.10% |
| Empirical Asset Management, LLC | 68,987 | $2,042,694 | 1.95% |
| Bridge Advisory, LLC | 101,016 | $2,991,098 | 1.16% |