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 | $2,585,041 | -5.8% | 52,296 | -8.8% | 0.27% | -2.9% |
| Q2 2023 | $2,744,361 | -91.5% | 57,329 | -89.3% | 0.28% | -84.5% |
| Q1 2023 | $32,184,636 | +1.6% | 535,403 | -21.8% | 1.80% | +26.9% |
| Q4 2022 | $31,678,743 | +30.7% | 684,941 | +15.9% | 1.42% | -1.1% |
| Q3 2022 | $24,238,000 | +6.4% | 590,884 | +12.9% | 1.43% | -29.3% |
| Q2 2022 | $22,790,000 | -3.9% | 523,427 | +9.9% | 2.02% | +51.5% |
| Q1 2022 | $23,716,000 | – | 476,411 | – | 1.34% | – |
Download | ||||||
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% |