PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 559 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,913,480 | +1.9% | 119,633 | -1.4% | 4.22% | +4.1% |
Q2 2023 | $5,805,355 | +30.2% | 121,273 | +27.7% | 4.05% | +17.3% |
Q1 2023 | $4,457,963 | +25.0% | 94,951 | +23.1% | 3.45% | +53.8% |
Q4 2022 | $3,567,504 | +37.3% | 77,135 | +21.7% | 2.24% | +42.3% |
Q3 2022 | $2,599,000 | +11.8% | 63,366 | +17.4% | 1.58% | +16.6% |
Q2 2022 | $2,325,000 | – | 53,971 | – | 1.35% | – |
Download |
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% |