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 | $433,332 | -3.5% | 7,953 | +2.9% | 0.35% | +275.5% |
| Q1 2024 | $449,104 | +17.7% | 7,729 | +5.3% | 0.09% | +6.8% |
| Q4 2023 | $381,684 | +15.6% | 7,341 | +9.9% | 0.09% | +2.3% |
| Q3 2023 | $330,266 | -22.3% | 6,681 | -24.8% | 0.09% | -21.1% |
| Q2 2023 | $425,128 | -7.9% | 8,881 | -9.7% | 0.11% | -12.8% |
| Q1 2023 | $461,540 | +17.6% | 9,830 | +15.9% | 0.12% | +21.4% |
| Q4 2022 | $392,431 | +78.8% | 8,485 | +58.6% | 0.10% | +63.5% |
| Q3 2022 | $219,457 | – | 5,350 | – | 0.06% | – |
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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% |