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 | $31,248,656 | +5.2% | 632,180 | +1.9% | 1.30% | +4.0% |
| Q2 2023 | $29,697,108 | +55.6% | 620,371 | +52.6% | 1.24% | +39.9% |
| Q1 2023 | $19,090,685 | +6.1% | 406,617 | +4.5% | 0.89% | -3.3% |
| Q4 2022 | $17,997,003 | +17.3% | 389,125 | +4.0% | 0.92% | +7.0% |
| Q3 2022 | $15,349,000 | -5.2% | 374,172 | -0.4% | 0.86% | -3.4% |
| Q2 2022 | $16,188,000 | – | 375,852 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 530,074 | $26,201,578 | 24.05% |
| CMC Financial Group | 277,154 | $13,699,720 | 21.52% |
| COLUMBIA ADVISORY PARTNERS LLC | 268,231 | $13,258,658 | 14.45% |
| Requisite Capital Management, LLC | 1,085,179 | $53,640,378 | 13.62% |
| Provident Wealth Management, LLC | 564,349 | $27,895,771 | 13.56% |
| Presidio Capital Management, LLC | 287,184 | $14,195,494 | 12.46% |
| UNIQUE WEALTH, LLC | 569,190 | $28,135,054 | 11.75% |
| INSTRUMENTAL WEALTH, LLC | 196,153 | $9,819,438 | 11.47% |
| O'Brien Wealth Partners LLC | 756,611 | $37,399,275 | 10.73% |
| ODonnell Financial Services, LLC | 352,556 | $17,426,843 | 9.69% |