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 | $10,817,416 | +17.7% | 218,843 | +14.0% | 0.78% | +18.8% |
| Q2 2023 | $9,188,293 | -40.6% | 191,942 | -41.7% | 0.66% | -41.0% |
| Q1 2023 | $15,461,481 | +17.2% | 329,317 | +15.4% | 1.11% | +12.9% |
| Q4 2022 | $13,196,267 | +83.1% | 285,325 | +62.4% | 0.98% | +65.4% |
| Q3 2022 | $7,207,000 | +78.2% | 175,695 | +87.1% | 0.60% | +81.4% |
| Q2 2022 | $4,045,000 | -36.8% | 93,923 | -27.0% | 0.33% | -22.3% |
| Q1 2022 | $6,401,000 | +128.0% | 128,596 | +115.8% | 0.42% | +138.4% |
| Q4 2021 | $2,807,000 | – | 59,602 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 212,703 | $11,058,429 | 10.27% |
| Wiser Wealth Management, Inc | 446,392 | $23,042,753 | 8.40% |
| RVW Wealth, LLC | 721,095 | $37,489,717 | 4.12% |
| WealthPLAN Partners, LLC | 426,371 | $22,167,022 | 2.28% |
| CAMPBELL CAPITAL MANAGEMENT INC | 92,425 | $4,805 | 2.25% |
| Modus Advisors, LLC | 104,828 | $5,450,008 | 2.21% |
| WealthPlan Investment Management, LLC | 125,478 | $6,523,581 | 1.04% |
| High Net Worth Advisory Group LLC | 33,772 | $1,755,806 | 0.65% |
| CHANNEL WEALTH LLC | 14,739 | $766,281 | 0.36% |
| Lowe Wealth Advisors, LLC | 7,955 | $413,580 | 0.20% |