PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 666 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,317,697 | +20.7% | 42,534 | +28.7% | 0.17% | +15.4% |
| Q1 2024 | $1,920,406 | +35.8% | 33,048 | +21.5% | 0.15% | +46.1% |
| Q4 2023 | $1,414,205 | +6.1% | 27,201 | +0.9% | 0.10% | -9.7% |
| Q3 2023 | $1,332,525 | +2.2% | 26,958 | -1.1% | 0.11% | +1.8% |
| Q2 2023 | $1,304,362 | -27.1% | 27,248 | -28.5% | 0.11% | -33.1% |
| Q1 2023 | $1,788,407 | +5.0% | 38,092 | +3.5% | 0.17% | -4.6% |
| Q4 2022 | $1,702,540 | +65.9% | 36,811 | +46.9% | 0.17% | +194.9% |
| Q3 2022 | $1,026,000 | -72.3% | 25,059 | -70.9% | 0.06% | -72.3% |
| Q2 2022 | $3,706,000 | +389.6% | 86,148 | +466.8% | 0.21% | +475.7% |
| Q1 2022 | $757,000 | – | 15,200 | – | 0.04% | – |
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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% |