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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 574,159 | $24,729,000 | 20.26% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,735,605 | $74,753,000 | 17.23% |
| Lee Financial Group Hawaii, Inc. | 408,203 | $17,581,000 | 17.14% |
| Presidio Capital Management, LLC | 352,468 | $15,181,000 | 16.30% |
| American Planning Services, Inc. | 310,888 | $13,389,000 | 14.90% |
| Brio Consultants, LLC | 722,711 | $31,228,000 | 7.09% |
| Pacific Wealth Management | 145,794 | $6,279,000 | 6.92% |
| IAM Advisory, LLC | 381,342 | $16,424,000 | 6.75% |
| Core Wealth Advisors, Inc. | 248,545 | $10,705,000 | 6.58% |
| Wiser Wealth Management, Inc | 287,359 | $12,377,000 | 6.41% |