PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 449 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,534,609 | -0.8% | 132,199 | -3.9% | 0.43% | -7.7% |
| Q2 2023 | $6,588,625 | +8.0% | 137,635 | +6.0% | 0.47% | -0.4% |
| Q1 2023 | $6,098,051 | +12.0% | 129,883 | +10.3% | 0.47% | +3.3% |
| Q4 2022 | $5,447,005 | +68.7% | 117,773 | +49.6% | 0.45% | +33.5% |
| Q3 2022 | $3,229,000 | +91.7% | 78,709 | +101.3% | 0.34% | +122.2% |
| Q2 2022 | $1,684,000 | – | 39,101 | – | 0.15% | – |
Download | ||||||
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% |