PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 449 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,562,988 | +43.1% | 31,620 | +38.6% | 0.71% | +46.5% |
| Q2 2023 | $1,091,886 | +41.1% | 22,809 | +38.4% | 0.48% | +36.2% |
| Q1 2023 | $773,615 | +31.4% | 16,477 | +29.5% | 0.35% | +18.0% |
| Q4 2022 | $588,624 | +28.5% | 12,727 | +13.9% | 0.30% | +14.1% |
| Q3 2022 | $458,000 | +95.7% | 11,174 | +106.1% | 0.26% | +100.8% |
| Q2 2022 | $234,000 | – | 5,422 | – | 0.13% | – |
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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% |