PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 197 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,029,730 | +286.7% | 41,063 | +274.5% | 1.33% | +289.2% |
| Q2 2023 | $524,847 | +4.1% | 10,964 | +2.1% | 0.34% | -10.7% |
| Q1 2023 | $504,337 | +6.4% | 10,742 | +4.8% | 0.38% | +2.4% |
| Q4 2022 | $474,016 | +11.0% | 10,249 | -1.6% | 0.37% | +1.6% |
| Q3 2022 | $427,000 | -4.5% | 10,418 | +0.5% | 0.37% | +1.7% |
| Q2 2022 | $447,000 | -8.2% | 10,368 | +2.1% | 0.36% | -6.2% |
| Q1 2022 | $487,000 | – | 10,152 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 574,159 | $24,729,000 | 20.26% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,735,605 | $74,753,000 | 17.23% |
| Lee Financial Group Hawaii, Inc. | 408,203 | $17,581,000 | 17.14% |
| Presidio Capital Management, LLC | 352,468 | $15,181,000 | 16.30% |
| American Planning Services, Inc. | 310,888 | $13,389,000 | 14.90% |
| Brio Consultants, LLC | 722,711 | $31,228,000 | 7.09% |
| Pacific Wealth Management | 145,794 | $6,279,000 | 6.92% |
| IAM Advisory, LLC | 381,342 | $16,424,000 | 6.75% |
| Core Wealth Advisors, Inc. | 248,545 | $10,705,000 | 6.58% |
| Wiser Wealth Management, Inc | 287,359 | $12,377,000 | 6.41% |