PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 353 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is 2.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,945 | +3.3% | 5,623 | 0.0% | 0.26% | +7.4% |
| Q2 2023 | $269,174 | -6.5% | 5,623 | -8.3% | 0.24% | -10.3% |
| Q1 2023 | $287,945 | +1.5% | 6,133 | 0.0% | 0.27% | -4.2% |
| Q4 2022 | $283,651 | +4.3% | 6,133 | -7.7% | 0.28% | +9.7% |
| Q3 2022 | $272,000 | -5.2% | 6,643 | -0.2% | 0.26% | -11.0% |
| Q2 2022 | $287,000 | -12.0% | 6,655 | +1.5% | 0.29% | -1.7% |
| Q1 2022 | $326,000 | – | 6,555 | – | 0.30% | – |
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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% |