PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 503 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $705,465 | +41.9% | 14,272 | +37.4% | 0.34% | +37.7% |
| Q2 2023 | $497,321 | +50.4% | 10,389 | +47.5% | 0.25% | +37.2% |
| Q1 2023 | $330,635 | +12.1% | 7,042 | +10.4% | 0.18% | +20.0% |
| Q4 2022 | $294,936 | +110.7% | 6,377 | +96.2% | 0.15% | +108.3% |
| Q2 2022 | $140,000 | -84.4% | 3,250 | -82.9% | 0.07% | -82.3% |
| Q4 2021 | $895,000 | +7358.3% | 19,005 | +6810.9% | 0.41% | +6666.7% |
| Q3 2021 | $12,000 | – | 275 | – | 0.01% | – |
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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% |