PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 356 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is 2.26 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,020,803 | -4.7% | 128,846 | +1.7% | 3.50% | -6.6% |
| Q1 2024 | $7,365,193 | +14.3% | 126,746 | +2.2% | 3.75% | +4.9% |
| Q4 2023 | $6,444,579 | +7.9% | 123,958 | +2.5% | 3.58% | -1.0% |
| Q3 2023 | $5,975,249 | +3.1% | 120,883 | -0.1% | 3.61% | +7.3% |
| Q2 2023 | $5,794,282 | +3.9% | 121,042 | +1.9% | 3.36% | -2.2% |
| Q1 2023 | $5,578,486 | +1.3% | 118,818 | -0.2% | 3.44% | +7.5% |
| Q4 2022 | $5,505,237 | +13.6% | 119,032 | +0.8% | 3.20% | +4.2% |
| Q3 2022 | $4,846,000 | – | 118,140 | – | 3.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Presidio Capital Management, LLC | 374,332 | $15,355,000 | 16.48% |
| American Planning Services, Inc. | 306 | $12,532,000 | 15.55% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,493,298 | $61,255,000 | 15.33% |
| Lee Financial Group Hawaii, Inc. | 409,192 | $16,785,000 | 13.51% |
| Requisite Capital Management, LLC | 693,397 | $28,443,000 | 9.60% |
| Echo Wealth Management, LLC | 132,198 | $6,035,000 | 7.94% |
| Core Wealth Advisors, Inc. | 299,613 | $12,290,000 | 7.16% |
| Annex Advisory Services, LLC | 2,469,546 | $101,301,000 | 6.83% |
| Wiser Wealth Management, Inc | 312,434 | $12,816,000 | 6.70% |
| IAM Advisory, LLC | 374,193 | $15,349,000 | 6.48% |