PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 304 filers reported holding PACER FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,523,581 | +10.0% | 125,478 | +4.6% | 1.04% | -0.3% |
| Q3 2023 | $5,930,319 | +23.4% | 119,974 | +21.6% | 1.05% | -26.9% |
| Q2 2023 | $4,804,660 | -24.1% | 98,644 | -26.8% | 1.43% | +31.5% |
| Q1 2023 | $6,331,216 | -76.4% | 134,850 | -74.8% | 1.09% | -41.8% |
| Q4 2022 | $26,801,401 | +11.0% | 535,921 | +5.7% | 1.87% | +6.3% |
| Q3 2022 | $24,135,000 | +57.4% | 507,240 | +58.7% | 1.76% | +65.6% |
| Q1 2022 | $15,336,000 | – | 319,555 | – | 1.06% | – |
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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% |