PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 501 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,663,585 | -75.5% | 53,886 | -76.3% | 1.28% | -74.7% |
| Q2 2023 | $10,867,591 | +4.6% | 227,023 | +2.6% | 5.05% | -6.9% |
| Q1 2023 | $10,388,392 | +2.9% | 221,265 | +1.4% | 5.43% | -6.8% |
| Q4 2022 | $10,093,924 | +20.0% | 218,247 | +6.4% | 5.82% | +11.1% |
| Q3 2022 | $8,415,000 | +33.7% | 205,132 | +40.4% | 5.24% | +21.5% |
| Q2 2022 | $6,293,000 | +52.3% | 146,105 | +76.1% | 4.31% | +76.0% |
| Q1 2022 | $4,131,000 | – | 82,986 | – | 2.45% | – |
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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% |