PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 501 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,730,094 | -45.7% | 237,308 | -57.3% | 0.53% | +11.2% |
| Q2 2023 | $21,606,840 | +103.0% | 555,448 | +56.2% | 0.47% | +2.4% |
| Q1 2023 | $10,645,379 | +57231.9% | 355,677 | -42.6% | 0.46% | -6.7% |
| Q4 2022 | $18,568 | -99.9% | 619,607 | +27.8% | 0.50% | +30.9% |
| Q3 2022 | $14,550,000 | -2.4% | 484,676 | -2.6% | 0.38% | -19.2% |
| Q2 2022 | $14,910,000 | -7.9% | 497,844 | -7.8% | 0.47% | +132.2% |
| Q1 2022 | $16,197,000 | +768.5% | 539,912 | +1263.6% | 0.20% | +461.1% |
| Q4 2021 | $1,865,000 | +41.3% | 39,595 | +31.2% | 0.04% | +38.5% |
| Q3 2021 | $1,320,000 | – | 30,189 | – | 0.03% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $35,000 | -70.1% | 1,190 | -74.1% | 0.01% | -28.6% |
| Q4 2018 | $117,000 | +14.7% | 4,592 | +39.2% | 0.01% | +75.0% |
| Q3 2018 | $102,000 | +191.4% | 3,300 | +177.3% | 0.00% | -20.0% |
| Q1 2016 | $35,000 | – | 1,190 | – | 0.01% | – |
Download | ||||||
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% |