PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 559 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $395,488 | +0.6% | 8,001 | -2.5% | 0.04% | 0.0% |
Q2 2023 | $392,996 | -19.2% | 8,210 | -20.8% | 0.04% | -23.7% |
Q1 2023 | $486,532 | +17.9% | 10,363 | +16.2% | 0.06% | +9.3% |
Q4 2022 | $412,511 | +36.6% | 8,919 | +21.1% | 0.05% | +22.7% |
Q3 2022 | $302,000 | +34.2% | 7,364 | +40.9% | 0.04% | +33.3% |
Q2 2022 | $225,000 | +7.1% | 5,228 | +24.0% | 0.03% | +22.2% |
Q1 2022 | $210,000 | – | 4,217 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lee Financial Group Hawaii, Inc. | 545,848 | $26,129,728 | 23.88% |
COLUMBIA ADVISORY PARTNERS LLC | 266,796 | $12,771,525 | 13.66% |
CMC Financial Group | 146,795 | $7,027,091 | 13.36% |
Provident Wealth Management, LLC | 544,337 | $26,057,407 | 12.83% |
UNIQUE WEALTH, LLC | 610,133 | $29,207,069 | 12.76% |
Presidio Capital Management, LLC | 323,995 | $15,509,623 | 12.42% |
Requisite Capital Management, LLC | 1,005,019 | $48,110,258 | 12.23% |
INSTRUMENTAL WEALTH, LLC | 186,183 | $9,127,016 | 10.97% |
O'Brien Wealth Partners LLC | 758,208 | $36,295,441 | 10.68% |
Clay Northam Wealth Management, LLC | 189,362 | $9,064,754 | 8.62% |