PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 13 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,527,399 | +14.2% | 273,668 | +10.6% | 1.36% | +29.3% |
| Q2 2023 | $11,847,477 | +15.2% | 247,493 | +12.9% | 1.05% | +4.0% |
| Q1 2023 | $10,288,396 | +14.4% | 219,135 | +12.7% | 1.01% | +8.1% |
| Q4 2022 | $8,989,780 | +65.6% | 194,374 | +47.2% | 0.93% | +38.4% |
| Q3 2022 | $5,427,000 | +208.4% | 132,054 | +217.6% | 0.67% | -33.4% |
| Q2 2022 | $1,760,000 | – | 41,585 | – | 1.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 545,848 | $26,129,728 | 23.88% |
| COLUMBIA ADVISORY PARTNERS LLC | 266,796 | $12,771,525 | 13.66% |
| CMC Financial Group | 146,795 | $7,027,091 | 13.36% |
| Provident Wealth Management, LLC | 544,337 | $26,057,407 | 12.83% |
| UNIQUE WEALTH, LLC | 610,133 | $29,207,069 | 12.76% |
| Presidio Capital Management, LLC | 323,995 | $15,509,623 | 12.42% |
| Requisite Capital Management, LLC | 1,005,019 | $48,110,258 | 12.23% |
| INSTRUMENTAL WEALTH, LLC | 186,183 | $9,127,016 | 10.97% |
| O'Brien Wealth Partners LLC | 758,208 | $36,295,441 | 10.68% |
| Clay Northam Wealth Management, LLC | 189,362 | $9,064,754 | 8.62% |