PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 111 filers reported holding PACER FDS TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |