PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 729 filers reported holding PACER FDS TR in Q2 2024. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,850,979 | -13.2% | 175,910 | -13.5% | 4.95% | -18.7% |
| Q1 2024 | $11,349,519 | +10.8% | 203,251 | +3.4% | 6.08% | -0.4% |
| Q4 2023 | $10,240,102 | +25.6% | 196,547 | +16.4% | 6.11% | +12.3% |
| Q3 2023 | $8,150,614 | -0.9% | 168,820 | +5.0% | 5.44% | +4.4% |
| Q2 2023 | $8,228,768 | +12.2% | 160,812 | +3.0% | 5.20% | -1.7% |
| Q1 2023 | $7,331,370 | +15.5% | 156,153 | +13.8% | 5.29% | +19.3% |
| Q4 2022 | $6,348,012 | – | 137,254 | – | 4.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,605,003 | $79,897,000 | 14.64% |
| Lee Financial Group Hawaii, Inc. | 417,979 | $20,807,000 | 14.18% |
| WJ Wealth Management, LLC | 330,777 | $16,469,000 | 10.95% |
| IAM Advisory, LLC | 364,007 | $18,120,000 | 7.36% |
| ODonnell Financial Services, LLC | 314,204 | $15,641,000 | 7.12% |
| Paragon Wealth Strategies, LLC | 510,724 | $25,424,000 | 6.66% |
| RiverTree Advisors, LLC | 177,160 | $8,819,000 | 5.94% |
| Carlson Capital Management | 1,243,499 | $61,901,000 | 5.17% |
| AlphaCore Capital LLC | 230,992 | $11,499,000 | 4.46% |
| MMA ASSET MANAGEMENT LLC | 111,011 | $5,218,000 | 4.12% |