PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 66 filers reported holding PACER FDS TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,137,986 | +86.0% | 109,436 | +83.2% | 2.41% | +6.6% |
| Q4 2022 | $2,762,512 | +8.0% | 59,730 | -4.2% | 2.26% | +4.5% |
| Q3 2022 | $2,558,000 | -5.2% | 62,367 | -0.5% | 2.16% | -0.5% |
| Q2 2022 | $2,698,000 | -23.7% | 62,649 | -11.8% | 2.18% | +3.9% |
| Q1 2022 | $3,537,000 | +959.0% | 71,050 | +900.8% | 2.10% | +1576.0% |
| Q4 2021 | $334,000 | +12.1% | 7,099 | +4.1% | 0.12% | +7.8% |
| Q3 2021 | $298,000 | -69.1% | 6,817 | -69.8% | 0.12% | -67.8% |
| Q2 2021 | $965,000 | – | 22,565 | – | 0.36% | – |
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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% |