PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 455 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,395,614 | +1.0% | 25,612 | +7.7% | 1.26% | -1.9% |
| Q1 2024 | $1,381,872 | +13.3% | 23,780 | +1.4% | 1.29% | +6.7% |
| Q4 2023 | $1,219,270 | +11.5% | 23,452 | +6.0% | 1.21% | +1.9% |
| Q3 2023 | $1,093,243 | +15.5% | 22,117 | +11.9% | 1.18% | +14.3% |
| Q2 2023 | $946,138 | -21.9% | 19,764 | -23.4% | 1.04% | -26.8% |
| Q1 2023 | $1,210,742 | -10.3% | 25,788 | -11.6% | 1.42% | -15.6% |
| Q4 2022 | $1,349,654 | +115.6% | 29,182 | +91.3% | 1.68% | +128.3% |
| Q3 2022 | $626,000 | +16.4% | 15,251 | +22.2% | 0.74% | +11.2% |
| Q2 2022 | $538,000 | +139.1% | 12,481 | +176.5% | 0.66% | +158.2% |
| Q1 2022 | $225,000 | – | 4,514 | – | 0.26% | – |
Download | ||||||
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% |