PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 111 filers reported holding PACER FDS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,737 | +1.7% | 3,831 | -7.7% | 0.02% | -14.8% |
| Q3 2023 | $205,149 | -33.8% | 4,150 | -37.2% | 0.03% | -38.6% |
| Q1 2023 | $310,047 | -8.8% | 6,604 | -10.2% | 0.04% | -18.5% |
| Q4 2022 | $339,975 | -25.6% | 7,351 | -34.1% | 0.05% | -34.1% |
| Q3 2022 | $457,000 | -51.8% | 11,149 | -49.4% | 0.08% | -46.4% |
| Q2 2022 | $949,000 | +1316.4% | 22,034 | +1437.6% | 0.15% | +1600.0% |
| Q4 2021 | $67,000 | – | 1,433 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Presidio Capital Management, LLC | 374,332 | $15,355,000 | 16.48% |
| American Planning Services, Inc. | 306 | $12,532,000 | 15.55% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,493,298 | $61,255,000 | 15.33% |
| Lee Financial Group Hawaii, Inc. | 409,192 | $16,785,000 | 13.51% |
| Requisite Capital Management, LLC | 693,397 | $28,443,000 | 9.60% |
| Echo Wealth Management, LLC | 132,198 | $6,035,000 | 7.94% |
| Core Wealth Advisors, Inc. | 299,613 | $12,290,000 | 7.16% |
| Annex Advisory Services, LLC | 2,469,546 | $101,301,000 | 6.83% |
| Wiser Wealth Management, Inc | 312,434 | $12,816,000 | 6.70% |
| IAM Advisory, LLC | 374,193 | $15,349,000 | 6.48% |