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 ↓ |
|---|---|---|---|
| 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% |