PACER FDS TR's ticker is ICOW and the CUSIP is 69374H873. A total of 4 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,448,216 | +2.3% | 349,790 | +1.9% | 3.65% | +4.8% |
| Q2 2023 | $10,209,077 | +1.6% | 343,393 | +1.2% | 3.48% | +0.4% |
| Q1 2023 | $10,044,662 | +7.6% | 339,232 | -1.0% | 3.47% | +1.1% |
| Q4 2022 | $9,335,319 | +17.3% | 342,581 | -0.5% | 3.43% | +2.0% |
| Q3 2022 | $7,959,000 | -10.8% | 344,375 | +3.9% | 3.36% | -8.3% |
| Q2 2022 | $8,922,000 | -6.8% | 331,426 | +8.0% | 3.67% | -5.8% |
| Q1 2022 | $9,578,000 | – | 307,003 | – | 3.89% | – |
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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% |