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 | $5,095,465 | +12.7% | 103,084 | +9.2% | 3.86% | +11.1% |
| Q2 2023 | $4,519,502 | +6.6% | 94,412 | +4.5% | 3.47% | -6.1% |
| Q1 2023 | $4,241,428 | +7.3% | 90,339 | +5.7% | 3.70% | +4.6% |
| Q4 2022 | $3,954,179 | +22.5% | 85,496 | +8.7% | 3.53% | +5.4% |
| Q3 2022 | $3,227,000 | -23.4% | 78,677 | -19.6% | 3.35% | -25.6% |
| Q2 2022 | $4,213,000 | -4.3% | 97,824 | +10.6% | 4.51% | +10.7% |
| Q1 2022 | $4,403,000 | – | 88,453 | – | 4.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 530,074 | $26,201,578 | 24.05% |
| CMC Financial Group | 277,154 | $13,699,720 | 21.52% |
| COLUMBIA ADVISORY PARTNERS LLC | 268,231 | $13,258,658 | 14.45% |
| Requisite Capital Management, LLC | 1,085,179 | $53,640,378 | 13.62% |
| Provident Wealth Management, LLC | 564,349 | $27,895,771 | 13.56% |
| Presidio Capital Management, LLC | 287,184 | $14,195,494 | 12.46% |
| UNIQUE WEALTH, LLC | 569,190 | $28,135,054 | 11.75% |
| INSTRUMENTAL WEALTH, LLC | 196,153 | $9,819,438 | 11.47% |
| O'Brien Wealth Partners LLC | 756,611 | $37,399,275 | 10.73% |
| ODonnell Financial Services, LLC | 352,556 | $17,426,843 | 9.69% |