PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 455 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $558,752 | -5.6% | 10,198 | +0.1% | 0.18% | -7.3% |
| Q1 2024 | $592,025 | +9.6% | 10,188 | -2.0% | 0.19% | -6.3% |
| Q4 2023 | $540,332 | -4.0% | 10,393 | -8.7% | 0.20% | -31.9% |
| Q3 2023 | $562,711 | +0.3% | 11,384 | -2.9% | 0.30% | +34.4% |
| Q2 2023 | $561,132 | -90.9% | 11,722 | -91.0% | 0.22% | -93.6% |
| Q1 2023 | $6,133,219 | +7.0% | 130,633 | +5.4% | 3.48% | -16.5% |
| Q4 2022 | $5,731,531 | – | 123,925 | – | 4.17% | – |
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% |