PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 356 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $296,971 | -57.3% | 5,450 | -54.5% | 0.24% | -50.2% |
| Q1 2024 | $695,867 | +6.6% | 11,975 | -4.6% | 0.48% | -0.8% |
| Q4 2023 | $652,734 | +25.5% | 12,555 | +19.3% | 0.49% | +9.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |