PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 559 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,125,353 | +0.3% | 164,381 | -2.9% | 6.04% | +3.6% |
| Q2 2023 | $8,101,040 | -4.3% | 169,230 | -6.1% | 5.83% | -4.2% |
| Q1 2023 | $8,463,395 | +7.9% | 180,264 | +6.3% | 6.09% | -5.4% |
| Q4 2022 | $7,844,185 | +6.1% | 169,604 | -5.9% | 6.44% | +6.4% |
| Q3 2022 | $7,395,000 | +0.4% | 180,271 | +5.4% | 6.05% | +5.6% |
| Q2 2022 | $7,365,000 | -16.5% | 171,009 | -3.5% | 5.73% | -3.4% |
| Q1 2022 | $8,819,000 | – | 177,160 | – | 5.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 212,703 | $11,058,429 | 10.27% |
| Wiser Wealth Management, Inc | 446,392 | $23,042,753 | 8.40% |
| RVW Wealth, LLC | 721,095 | $37,489,717 | 4.12% |
| WealthPLAN Partners, LLC | 426,371 | $22,167,022 | 2.28% |
| CAMPBELL CAPITAL MANAGEMENT INC | 92,425 | $4,805 | 2.25% |
| Modus Advisors, LLC | 104,828 | $5,450,008 | 2.21% |
| WealthPlan Investment Management, LLC | 125,478 | $6,523,581 | 1.04% |
| High Net Worth Advisory Group LLC | 33,772 | $1,755,806 | 0.65% |
| CHANNEL WEALTH LLC | 14,739 | $766,281 | 0.36% |
| Lowe Wealth Advisors, LLC | 7,955 | $413,580 | 0.20% |