PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 501 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,755,806 | +6.5% | 33,772 | +1.2% | 0.65% | -1.4% |
| Q3 2023 | $1,649,084 | +12.4% | 33,362 | +8.8% | 0.66% | +16.2% |
| Q2 2023 | $1,467,790 | +5.1% | 30,662 | +3.0% | 0.57% | 0.0% |
| Q1 2023 | $1,397,140 | +2.2% | 29,758 | +0.7% | 0.57% | +7.2% |
| Q4 2022 | $1,366,641 | +33.6% | 29,549 | +18.5% | 0.53% | +21.5% |
| Q3 2022 | $1,023,000 | +37.5% | 24,929 | +44.4% | 0.44% | +41.4% |
| Q2 2022 | $744,000 | +224.9% | 17,269 | +275.4% | 0.31% | +272.3% |
| Q1 2022 | $229,000 | +41.4% | 4,600 | +33.3% | 0.08% | +45.6% |
| Q4 2021 | $162,000 | – | 3,450 | – | 0.06% | – |
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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% |