PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 666 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,161,564 | -19.2% | 58,021 | -13.8% | 5.23% | -13.9% |
| Q1 2024 | $3,913,011 | +5.8% | 67,338 | -5.3% | 6.08% | +0.5% |
| Q4 2023 | $3,697,529 | -45.0% | 71,120 | -47.7% | 6.05% | +15.1% |
| Q3 2023 | $6,726,533 | +77.7% | 136,082 | +72.1% | 5.26% | -1.3% |
| Q2 2023 | $3,785,512 | -10.9% | 79,079 | -12.6% | 5.32% | -7.2% |
| Q1 2023 | $4,248,271 | +22.9% | 90,485 | +21.0% | 5.74% | +20.6% |
| Q4 2022 | $3,457,835 | +157.3% | 74,764 | +128.2% | 4.76% | +116.5% |
| Q3 2022 | $1,344,000 | – | 32,767 | – | 2.20% | – |
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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% |