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 | $246,389 | +27.4% | 4,985 | +23.4% | 0.00% | – |
| Q2 2023 | $193,392 | -55.8% | 4,040 | -56.6% | 0.00% | – |
| Q1 2023 | $437,078 | +159.3% | 9,310 | +155.5% | 0.00% | – |
| Q4 2022 | $168,543 | +632.8% | 3,644 | +567.4% | 0.00% | – |
| Q3 2022 | $23,000 | -47.7% | 546 | -46.2% | 0.00% | – |
| Q2 2022 | $44,000 | -45.7% | 1,014 | -37.8% | 0.00% | – |
| Q1 2022 | $81,000 | +440.0% | 1,631 | +384.0% | 0.00% | – |
| Q4 2021 | $15,000 | 0.0% | 337 | +5.0% | 0.00% | – |
| Q3 2021 | $15,000 | +15.4% | 321 | +2.9% | 0.00% | – |
| Q2 2021 | $13,000 | 0.0% | 312 | +1.0% | 0.00% | – |
| Q1 2021 | $13,000 | – | 309 | +30800.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | -88.9% | 0.00% | – |
| Q4 2019 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 9 | +800.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | -66.7% | 0.00% | – |
| Q4 2018 | $0 | – | 3 | – | 0.00% | – |
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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% |