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 | $19,639,050 | +8.1% | 397,310 | +4.7% | 3.10% | +6.5% |
| Q2 2023 | $18,164,042 | +34.0% | 379,445 | +31.5% | 2.91% | -18.9% |
| Q1 2023 | $13,552,167 | -18.0% | 288,651 | -19.3% | 3.59% | -44.1% |
| Q4 2022 | $16,533,362 | +22.8% | 357,478 | +8.9% | 6.42% | +4.8% |
| Q3 2022 | $13,464,000 | +28.3% | 328,236 | +34.7% | 6.12% | +25.7% |
| Q2 2022 | $10,497,000 | -8.7% | 243,727 | +5.5% | 4.87% | +9.2% |
| Q1 2022 | $11,499,000 | – | 230,992 | – | 4.46% | – |
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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% |