PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 729 filers reported holding PACER FDS TR in Q2 2024. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,676 | -65.6% | 30,763 | -63.3% | 0.08% | -56.2% |
| Q1 2024 | $4,875 | +321.0% | 83,887 | +276.7% | 0.19% | +162.2% |
| Q4 2023 | $1,158 | +8.6% | 22,268 | +3.2% | 0.07% | -3.9% |
| Q3 2023 | $1,066 | -51.5% | 21,573 | -53.2% | 0.08% | +40.0% |
| Q2 2023 | $2,198 | +3.4% | 46,119 | +1.9% | 0.06% | -47.6% |
| Q1 2023 | $2,125 | +180.3% | 45,268 | +176.1% | 0.10% | +150.0% |
| Q4 2022 | $758 | -99.9% | 16,398 | +0.4% | 0.04% | +5.0% |
| Q3 2022 | $670,000 | +92.0% | 16,334 | +101.6% | 0.04% | +110.5% |
| Q2 2022 | $349,000 | – | 8,103 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Presidio Capital Management, LLC | 374,332 | $15,355,000 | 16.48% |
| American Planning Services, Inc. | 306 | $12,532,000 | 15.55% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,493,298 | $61,255,000 | 15.33% |
| Lee Financial Group Hawaii, Inc. | 409,192 | $16,785,000 | 13.51% |
| Requisite Capital Management, LLC | 693,397 | $28,443,000 | 9.60% |
| Echo Wealth Management, LLC | 132,198 | $6,035,000 | 7.94% |
| Core Wealth Advisors, Inc. | 299,613 | $12,290,000 | 7.16% |
| Annex Advisory Services, LLC | 2,469,546 | $101,301,000 | 6.83% |
| Wiser Wealth Management, Inc | 312,434 | $12,816,000 | 6.70% |
| IAM Advisory, LLC | 374,193 | $15,349,000 | 6.48% |