PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 509 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $863,194 | -4.9% | 15,841 | +1.5% | 0.01% | -7.1% |
| Q1 2024 | $907,223 | +15.9% | 15,612 | +3.7% | 0.01% | 0.0% |
| Q4 2023 | $782,706 | +2.7% | 15,055 | -2.4% | 0.01% | -6.7% |
| Q3 2023 | $762,306 | +10.2% | 15,422 | +6.7% | 0.02% | +25.0% |
| Q2 2023 | $691,752 | +2.5% | 14,451 | +0.5% | 0.01% | -7.7% |
| Q1 2023 | $674,853 | +14.7% | 14,374 | +13.0% | 0.01% | +8.3% |
| Q4 2022 | $588,156 | -3.1% | 12,717 | -14.0% | 0.01% | -7.7% |
| Q3 2022 | $607,000 | -87.9% | 14,794 | -87.3% | 0.01% | -87.1% |
| Q2 2022 | $5,026,000 | -11.4% | 116,689 | +2.4% | 0.10% | +9.8% |
| Q1 2022 | $5,671,000 | +1276.5% | 113,931 | +1202.8% | 0.09% | +1433.3% |
| Q4 2021 | $412,000 | +23.7% | 8,745 | +14.8% | 0.01% | +20.0% |
| Q3 2021 | $333,000 | – | 7,618 | – | 0.01% | – |
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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% |