PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 509 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $1,439,626 | +42.0% | 24,774 | +26.6% | 0.28% | +26.7% |
Q4 2023 | $1,013,618 | +237.4% | 19,572 | +222.0% | 0.22% | +188.5% |
Q3 2023 | $300,443 | -18.9% | 6,078 | -21.5% | 0.08% | -11.4% |
Q2 2023 | $370,480 | +31.7% | 7,739 | +29.2% | 0.09% | +22.2% |
Q1 2023 | $281,331 | – | 5,992 | – | 0.07% | – |
Download |
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% |