PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 353 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,348,013 | +9.5% | 128,424 | +6.0% | 0.82% | +14.1% |
Q2 2023 | $5,797,991 | +10.1% | 121,120 | +8.0% | 0.72% | +3.7% |
Q1 2023 | $5,265,160 | +10.9% | 112,144 | +9.2% | 0.70% | +4.5% |
Q4 2022 | $4,748,508 | +283.6% | 102,670 | +240.2% | 0.67% | +231.8% |
Q3 2022 | $1,238,000 | +67.1% | 30,183 | +75.5% | 0.20% | +74.8% |
Q2 2022 | $741,000 | – | 17,203 | – | 0.12% | – |
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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% |