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 | $4,462,846 | +8.6% | 90,286 | +5.2% | 2.74% | +7.0% |
| Q2 2023 | $4,108,251 | -29.3% | 85,821 | -30.6% | 2.56% | -38.4% |
| Q1 2023 | $5,808,372 | +17.4% | 123,714 | +15.7% | 4.16% | +3.0% |
| Q4 2022 | $4,946,484 | +10.6% | 106,951 | -1.9% | 4.03% | +4.5% |
| Q3 2022 | $4,472,000 | -1.1% | 109,017 | +3.9% | 3.86% | -0.7% |
| Q2 2022 | $4,520,000 | -13.4% | 104,951 | -5.5% | 3.89% | -5.6% |
| Q1 2022 | $5,218,000 | +76.2% | 111,011 | +76.5% | 4.12% | +96.7% |
| Q4 2021 | $2,961,000 | – | 62,887 | – | 2.09% | – |
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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% |