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 | $1,380,728 | -9.8% | 27,933 | -12.6% | 0.63% | -9.7% |
| Q2 2023 | $1,530,643 | +14.6% | 31,975 | +12.4% | 0.69% | +1.6% |
| Q1 2023 | $1,335,821 | -16.1% | 28,452 | -17.3% | 0.68% | -19.8% |
| Q4 2022 | $1,591,509 | +408.5% | 34,411 | +351.4% | 0.85% | +401.2% |
| Q3 2022 | $313,000 | -66.7% | 7,623 | -65.0% | 0.17% | -65.7% |
| Q2 2022 | $939,000 | -57.8% | 21,806 | -51.2% | 0.50% | -48.5% |
| Q1 2022 | $2,225,000 | +490.2% | 44,695 | +458.8% | 0.96% | +490.8% |
| Q4 2021 | $377,000 | +9.3% | 7,998 | +1.4% | 0.16% | +0.6% |
| Q3 2021 | $345,000 | +16.2% | 7,889 | +13.2% | 0.16% | -6.4% |
| Q2 2021 | $297,000 | – | 6,972 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 574,159 | $24,729,000 | 20.26% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,735,605 | $74,753,000 | 17.23% |
| Lee Financial Group Hawaii, Inc. | 408,203 | $17,581,000 | 17.14% |
| Presidio Capital Management, LLC | 352,468 | $15,181,000 | 16.30% |
| American Planning Services, Inc. | 310,888 | $13,389,000 | 14.90% |
| Brio Consultants, LLC | 722,711 | $31,228,000 | 7.09% |
| Pacific Wealth Management | 145,794 | $6,279,000 | 6.92% |
| IAM Advisory, LLC | 381,342 | $16,424,000 | 6.75% |
| Core Wealth Advisors, Inc. | 248,545 | $10,705,000 | 6.58% |
| Wiser Wealth Management, Inc | 287,359 | $12,377,000 | 6.41% |