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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,373,017 | +30.8% | 128,930 | +26.7% | 0.32% | +27.2% |
| Q2 2023 | $4,870,633 | +34.0% | 101,747 | +31.4% | 0.25% | +22.1% |
| Q1 2023 | $3,635,342 | +9.3% | 77,430 | +7.7% | 0.21% | -0.5% |
| Q4 2022 | $3,326,224 | +141.6% | 71,918 | +114.3% | 0.21% | +99.0% |
| Q3 2022 | $1,377,000 | +146.3% | 33,565 | +158.5% | 0.10% | +114.3% |
| Q2 2022 | $559,000 | +108.6% | 12,984 | +141.5% | 0.05% | +145.0% |
| Q1 2022 | $268,000 | – | 5,376 | – | 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% |