PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 353 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is 2.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $520,251 | +17.8% | 10,525 | +14.1% | 0.45% | +11.2% |
Q2 2023 | $441,601 | -13.3% | 9,225 | -15.0% | 0.40% | -18.2% |
Q1 2023 | $509,408 | +19.4% | 10,850 | +17.6% | 0.49% | +18.4% |
Q4 2022 | $426,656 | +22.6% | 9,225 | +23.0% | 0.41% | -2.4% |
Q3 2022 | $348,000 | +20.4% | 7,500 | +11.9% | 0.42% | +13.4% |
Q2 2022 | $289,000 | – | 6,700 | – | 0.37% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lee Financial Group Hawaii, Inc. | 409,722 | $17,528,000 | 12.63% |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 743,631 | $31,812,000 | 7.47% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 143,748 | $6,150,000 | 3.66% |
ACG Wealth | 287,604 | $12,304,000 | 1.56% |
HBW ADVISORY SERVICES LLC | 40,503 | $1,733,000 | 0.46% |
Fulcrum Equity Management | 22,565 | $965,000 | 0.36% |
Hilltop Holdings Inc. | 68,720 | $2,940,000 | 0.33% |
Arkadios Wealth Advisors | 62,105 | $2,656,000 | 0.32% |
Cetera Advisor Networks LLC | 488,109 | $20,881,000 | 0.30% |
Hochman Cole Investment Advisors, Inc. | 13,248 | $567,000 | 0.23% |