PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 356 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is 2.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $35,659,993 | +5.4% | 654,432 | +12.5% | 13.04% | +3.0% |
| Q1 2024 | $33,818,385 | +13.4% | 581,972 | +1.4% | 12.66% | -3.1% |
| Q4 2023 | $29,831,238 | +6.9% | 573,788 | +1.7% | 13.08% | -3.6% |
| Q3 2023 | $27,895,771 | +7.1% | 564,349 | +3.7% | 13.56% | +5.7% |
| Q2 2023 | $26,057,407 | +2.9% | 544,337 | +0.9% | 12.83% | -1.0% |
| Q1 2023 | $25,319,853 | +164.1% | 539,294 | +160.2% | 12.96% | +130.2% |
| Q4 2022 | $9,586,700 | +12.0% | 207,280 | -0.7% | 5.63% | +8.6% |
| Q3 2022 | $8,563,000 | – | 208,740 | – | 5.18% | – |
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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% |