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 | $695,442 | +3.0% | 14,069 | -0.3% | 0.06% | -1.7% |
| Q2 2023 | $675,385 | -6.0% | 14,108 | -7.8% | 0.06% | -10.4% |
| Q1 2023 | $718,467 | +104632.8% | 15,302 | +3.1% | 0.07% | -1.5% |
| Q4 2022 | $686 | -99.9% | 14,835 | +18.6% | 0.07% | +44.7% |
| Q3 2022 | $513,000 | +6.4% | 12,510 | +11.7% | 0.05% | -7.8% |
| Q2 2022 | $482,000 | -13.5% | 11,196 | 0.0% | 0.05% | -8.9% |
| Q1 2022 | $557,000 | +18.0% | 11,196 | +11.5% | 0.06% | +21.7% |
| Q4 2021 | $472,000 | -10.4% | 10,037 | -16.9% | 0.05% | -19.3% |
| Q3 2021 | $527,000 | -72.3% | 12,080 | -72.8% | 0.06% | -73.0% |
| Q2 2021 | $1,900,000 | -3.8% | 44,420 | -8.5% | 0.21% | -14.2% |
| Q1 2021 | $1,975,000 | 0.0% | 48,564 | -17.5% | 0.25% | -9.9% |
| Q4 2020 | $1,975,000 | +18.3% | 58,874 | -0.7% | 0.27% | +1.1% |
| Q3 2020 | $1,670,000 | +42.9% | 59,270 | +35.8% | 0.27% | +28.0% |
| Q2 2020 | $1,169,000 | +24.5% | 43,641 | +2.6% | 0.21% | +0.5% |
| Q1 2020 | $939,000 | -17.2% | 42,542 | +16.5% | 0.21% | +1.4% |
| Q4 2019 | $1,134,000 | +4.7% | 36,520 | -3.0% | 0.21% | -1.4% |
| Q3 2019 | $1,083,000 | +6.7% | 37,651 | +6.3% | 0.21% | +16.7% |
| Q2 2019 | $1,015,000 | -3.1% | 35,413 | -2.2% | 0.18% | -10.0% |
| Q1 2019 | $1,047,000 | +30.7% | 36,220 | +16.1% | 0.20% | +5.8% |
| Q4 2018 | $801,000 | +35.8% | 31,185 | +63.0% | 0.19% | +70.3% |
| Q3 2018 | $590,000 | – | 19,136 | – | 0.11% | – |
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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% |