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 | $446,653 | +1.5% | 9,151 | -0.7% | 0.27% | +3.0% |
| Q2 2023 | $440,128 | +9.5% | 9,217 | +7.7% | 0.26% | +8.6% |
| Q1 2023 | $401,843 | +5.1% | 8,559 | +3.5% | 0.24% | -6.9% |
| Q4 2022 | $382,486 | +13.5% | 8,270 | +0.6% | 0.26% | -6.5% |
| Q3 2022 | $337,000 | +51.8% | 8,218 | +59.1% | 0.28% | +46.8% |
| Q2 2022 | $222,000 | – | 5,165 | – | 0.19% | – |
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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% |