PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 666 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,172,748 | -13.5% | 76,578 | -7.7% | 0.75% | -18.6% |
| Q1 2024 | $4,823,261 | -5.1% | 83,002 | -15.1% | 0.93% | -13.9% |
| Q4 2023 | $5,082,188 | +35.9% | 97,753 | +29.2% | 1.08% | +25.7% |
| Q3 2023 | $3,740,961 | +1012.0% | 75,682 | +932.5% | 0.86% | +624.6% |
| Q4 2022 | $336,419 | -5.0% | 7,330 | -15.1% | 0.12% | -15.1% |
| Q3 2022 | $354,000 | -2.2% | 8,630 | +7.0% | 0.14% | +13.0% |
| Q2 2022 | $362,000 | +70.8% | 8,069 | +89.5% | 0.12% | +92.2% |
| Q1 2022 | $212,000 | – | 4,257 | – | 0.06% | – |
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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% |