PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 509 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,877,514 | +43.0% | 162,920 | +52.5% | 0.66% | +14.7% |
| Q1 2024 | $6,209,618 | +58.2% | 106,860 | +41.5% | 0.57% | +5.5% |
| Q4 2023 | $3,925,438 | +20.6% | 75,504 | +14.7% | 0.54% | -50.0% |
| Q3 2023 | $3,254,358 | +43.6% | 65,838 | +39.1% | 1.09% | +5.2% |
| Q2 2023 | $2,265,823 | -25.1% | 47,333 | -26.6% | 1.03% | -38.9% |
| Q1 2023 | $3,025,696 | – | 64,445 | – | 1.69% | – |
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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% |