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 ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 545,848 | $26,129,728 | 23.88% |
| COLUMBIA ADVISORY PARTNERS LLC | 266,796 | $12,771,525 | 13.66% |
| CMC Financial Group | 146,795 | $7,027,091 | 13.36% |
| Provident Wealth Management, LLC | 544,337 | $26,057,407 | 12.83% |
| UNIQUE WEALTH, LLC | 610,133 | $29,207,069 | 12.76% |
| Presidio Capital Management, LLC | 323,995 | $15,509,623 | 12.42% |
| Requisite Capital Management, LLC | 1,005,019 | $48,110,258 | 12.23% |
| INSTRUMENTAL WEALTH, LLC | 186,183 | $9,127,016 | 10.97% |
| O'Brien Wealth Partners LLC | 758,208 | $36,295,441 | 10.68% |
| Clay Northam Wealth Management, LLC | 189,362 | $9,064,754 | 8.62% |