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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 212,703 | $11,058,429 | 10.27% |
| Wiser Wealth Management, Inc | 446,392 | $23,042,753 | 8.40% |
| RVW Wealth, LLC | 721,095 | $37,489,717 | 4.12% |
| WealthPLAN Partners, LLC | 426,371 | $22,167,022 | 2.28% |
| CAMPBELL CAPITAL MANAGEMENT INC | 92,425 | $4,805 | 2.25% |
| Modus Advisors, LLC | 104,828 | $5,450,008 | 2.21% |
| WealthPlan Investment Management, LLC | 125,478 | $6,523,581 | 1.04% |
| High Net Worth Advisory Group LLC | 33,772 | $1,755,806 | 0.65% |
| CHANNEL WEALTH LLC | 14,739 | $766,281 | 0.36% |
| Lowe Wealth Advisors, LLC | 7,955 | $413,580 | 0.20% |