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 | $3,650,010 | -0.3% | 73,842 | -3.4% | 2.14% | -1.3% |
| Q2 2023 | $3,659,805 | +10.7% | 76,453 | +8.6% | 2.17% | +0.7% |
| Q1 2023 | $3,305,092 | +25.6% | 70,396 | +23.7% | 2.15% | +39.5% |
| Q4 2022 | $2,631,903 | +37.9% | 56,906 | +22.3% | 1.54% | +16.8% |
| Q3 2022 | $1,909,000 | +6.3% | 46,529 | +11.6% | 1.32% | +12.5% |
| Q2 2022 | $1,796,000 | – | 41,700 | – | 1.17% | – |
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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% |