PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 501 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,817 | +64.5% | 7,927 | +59.3% | 0.04% | +32.1% |
| Q2 2023 | $238,255 | -10.0% | 4,977 | -11.7% | 0.03% | -12.5% |
| Q1 2023 | $264,762 | +8.4% | 5,639 | +6.8% | 0.03% | 0.0% |
| Q4 2022 | $244,209 | -41.7% | 5,280 | -45.7% | 0.03% | -48.4% |
| Q2 2022 | $419,000 | -65.2% | 9,730 | -59.7% | 0.06% | -60.8% |
| Q1 2022 | $1,203,000 | -29.9% | 24,165 | -33.7% | 0.16% | -30.4% |
| Q4 2021 | $1,717,000 | -25.7% | 36,473 | -31.1% | 0.23% | -31.8% |
| Q3 2021 | $2,311,000 | -13.0% | 52,904 | -14.8% | 0.33% | +2.8% |
| Q2 2021 | $2,656,000 | +31.7% | 62,105 | +25.2% | 0.32% | -2.4% |
| Q1 2021 | $2,017,000 | +19.8% | 49,585 | -1.2% | 0.33% | -5.9% |
| Q4 2020 | $1,683,000 | -93.2% | 50,164 | +5886.2% | 0.35% | +2841.7% |
| Q3 2020 | $24,861,000 | -29.1% | 838 | -35.9% | 0.01% | -36.8% |
| Q2 2020 | $35,076,000 | +43.7% | 1,307 | +18.3% | 0.02% | +18.8% |
| Q1 2020 | $24,414,000 | – | 1,105 | – | 0.02% | – |
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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% |