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 | $4,193,631 | +3.8% | 84,839 | +0.5% | 1.42% | +6.8% |
| Q2 2023 | $4,040,697 | +5.5% | 84,409 | +3.4% | 1.33% | -4.0% |
| Q1 2023 | $3,831,208 | +2.6% | 81,601 | +1.0% | 1.39% | -5.4% |
| Q4 2022 | $3,735,090 | +17.1% | 80,759 | +3.9% | 1.47% | +3.6% |
| Q3 2022 | $3,190,000 | -3.9% | 77,759 | +0.8% | 1.42% | +6.1% |
| Q2 2022 | $3,321,000 | – | 77,115 | – | 1.33% | – |
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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% |