PACER FDS TR's ticker is ICOW and the CUSIP is 69374H873. A total of 16 filers reported holding PACER FDS TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,291 | +0.5% | 7,844 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $233,192 | +10.2% | 7,844 | +9.8% | 0.01% | 0.0% |
| Q1 2023 | $211,524 | -27.3% | 7,144 | -23.8% | 0.01% | -35.7% |
| Q3 2021 | $291,000 | -4.9% | 9,371 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $306,000 | +3.7% | 9,371 | 0.0% | 0.02% | -11.8% |
| Q1 2021 | $295,000 | +10.1% | 9,371 | 0.0% | 0.02% | -10.5% |
| Q4 2020 | $268,000 | +24.1% | 9,371 | +0.5% | 0.02% | 0.0% |
| Q3 2020 | $216,000 | +4.9% | 9,321 | +1.1% | 0.02% | -9.5% |
| Q2 2020 | $206,000 | – | 9,221 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 173,727 | $5,084,976 | 6.71% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 243,376 | $7,206,363 | 5.11% |
| Amplius Wealth Advisors, LLC | 1,138,516 | $33,711,465 | 4.84% |
| AVALON CAPITAL MANAGEMENT | 285,397 | $8,450,605 | 4.33% |
| AlphaCore Capital LLC | 511,990 | $15,160,009 | 4.01% |
| CASTLE WEALTH MANAGEMENT LLC | 152,378 | $4,511,913 | 3.49% |
| IAM Advisory, LLC | 339,232 | $10,044,662 | 3.47% |
| Carlson Capital Management | 1,619,262 | $47,946,358 | 3.10% |
| Empirical Asset Management, LLC | 68,987 | $2,042,694 | 1.95% |
| Bridge Advisory, LLC | 101,016 | $2,991,098 | 1.16% |