PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 353 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is 2.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,826,994 | +6.9% | 77,422 | +3.5% | 0.25% | +14.9% |
| Q2 2023 | $3,580,594 | +4.7% | 74,798 | +2.7% | 0.22% | -4.0% |
| Q1 2023 | $3,419,053 | +381.5% | 72,823 | +374.4% | 0.22% | +322.6% |
| Q4 2022 | $710,030 | +230.2% | 15,352 | +193.3% | 0.05% | +152.4% |
| Q3 2022 | $215,000 | -26.9% | 5,234 | -23.4% | 0.02% | -25.0% |
| Q2 2022 | $294,000 | -22.4% | 6,834 | -10.3% | 0.03% | -6.7% |
| Q1 2022 | $379,000 | +37.3% | 7,620 | +30.1% | 0.03% | +42.9% |
| Q4 2021 | $276,000 | – | 5,855 | – | 0.02% | – |
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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% |