PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 13 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
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. | 530,074 | $26,201,578 | 24.05% |
CMC Financial Group | 277,154 | $13,699,720 | 21.52% |
COLUMBIA ADVISORY PARTNERS LLC | 268,231 | $13,258,658 | 14.45% |
Requisite Capital Management, LLC | 1,085,179 | $53,640,378 | 13.62% |
Provident Wealth Management, LLC | 564,349 | $27,895,771 | 13.56% |
Presidio Capital Management, LLC | 287,184 | $14,195,494 | 12.46% |
UNIQUE WEALTH, LLC | 569,190 | $28,135,054 | 11.75% |
INSTRUMENTAL WEALTH, LLC | 196,153 | $9,819,438 | 11.47% |
O'Brien Wealth Partners LLC | 756,611 | $37,399,275 | 10.73% |
ODonnell Financial Services, LLC | 352,556 | $17,426,843 | 9.69% |