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 | $6,274,385 | -28.4% | 115,147 | -23.6% | 0.07% | -33.6% |
| Q1 2024 | $8,762,782 | +1270.9% | 150,796 | +1126.5% | 0.11% | +1122.2% |
| Q4 2023 | $639,217 | +6.7% | 12,295 | +1.5% | 0.01% | -10.0% |
| Q3 2023 | $598,844 | +9.6% | 12,115 | +6.1% | 0.01% | +11.1% |
| Q2 2023 | $546,436 | +4.7% | 11,415 | +2.7% | 0.01% | 0.0% |
| Q1 2023 | $521,849 | +5.2% | 11,115 | +3.6% | 0.01% | 0.0% |
| Q4 2022 | $495,985 | – | 10,724 | – | 0.01% | – |
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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% |