PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 84 filers reported holding PACER FDS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,967 | +6.7% | 140,947 | +3.3% | 1.45% | +2.6% |
| Q2 2023 | $6,532 | +35.1% | 136,460 | +32.5% | 1.42% | +17.7% |
| Q1 2023 | $4,834 | +53.4% | 102,958 | +51.1% | 1.20% | +45.1% |
| Q4 2022 | $3,152 | -99.9% | 68,152 | -3.4% | 0.83% | +2.9% |
| Q3 2022 | $2,894,000 | -4.9% | 70,559 | -0.1% | 0.81% | +2.7% |
| Q2 2022 | $3,043,000 | -11.3% | 70,651 | +2.5% | 0.79% | -34.7% |
| Q1 2022 | $3,432,000 | +1.9% | 68,941 | -3.6% | 1.20% | +54.2% |
| Q4 2021 | $3,369,000 | +13.1% | 71,543 | +4.9% | 0.78% | +1.4% |
| Q3 2021 | $2,979,000 | +71.9% | 68,171 | +68.3% | 0.77% | +68.9% |
| Q2 2021 | $1,733,000 | – | 40,503 | – | 0.46% | – |
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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% |