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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 530,074 | $26,201,578 | 24.05% |
| CMC Financial Group | 277,154 | $13,699,720 | 21.52% |
| COLUMBIA ADVISORY PARTNERS LLC | 268,231 | $13,258,658 | 14.45% |
| Requisite Capital Management, LLC | 1,085,179 | $53,640,378 | 13.62% |
| Provident Wealth Management, LLC | 564,349 | $27,895,771 | 13.56% |
| Presidio Capital Management, LLC | 287,184 | $14,195,494 | 12.46% |
| UNIQUE WEALTH, LLC | 569,190 | $28,135,054 | 11.75% |
| INSTRUMENTAL WEALTH, LLC | 196,153 | $9,819,438 | 11.47% |
| O'Brien Wealth Partners LLC | 756,611 | $37,399,275 | 10.73% |
| ODonnell Financial Services, LLC | 352,556 | $17,426,843 | 9.69% |