PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 13 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,304,404 | +4.2% | 370,310 | +0.9% | 6.39% | +6.6% |
| Q2 2023 | $17,574,855 | +2.3% | 367,137 | +0.3% | 6.00% | +1.0% |
| Q1 2023 | $17,178,204 | +0.4% | 365,883 | -1.1% | 5.93% | -5.6% |
| Q4 2022 | $17,103,642 | +11.4% | 369,808 | -1.2% | 6.29% | -3.1% |
| Q3 2022 | $15,349,000 | -6.5% | 374,193 | -1.9% | 6.48% | -3.9% |
| Q2 2022 | $16,424,000 | -9.4% | 381,342 | +4.8% | 6.75% | -8.3% |
| Q1 2022 | $18,120,000 | +70.6% | 364,007 | +63.6% | 7.36% | +75.2% |
| Q4 2021 | $10,621,000 | – | 222,533 | – | 4.20% | – |
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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% |