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 | $3,242,172 | -82.2% | 65,591 | -82.7% | 0.55% | -82.3% |
| Q2 2023 | $18,196,914 | -0.7% | 380,132 | -2.6% | 3.12% | -3.1% |
| Q1 2023 | $18,323,259 | +8.4% | 390,272 | +6.8% | 3.22% | -1.0% |
| Q4 2022 | $16,905,393 | +22.1% | 365,522 | +8.3% | 3.25% | +26.0% |
| Q3 2022 | $13,842,000 | -0.8% | 337,451 | +4.2% | 2.58% | +1.2% |
| Q2 2022 | $13,954,000 | +1949.0% | 323,977 | +2267.4% | 2.55% | +767.0% |
| Q1 2022 | $681,000 | – | 13,685 | – | 0.29% | – |
Download | ||||||
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% |