PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 111 filers reported holding PACER FDS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,009 | +5.6% | 101,330 | +2.3% | 0.44% | +4.8% |
| Q2 2023 | $4,743 | +4.2% | 99,075 | +2.2% | 0.42% | +13.7% |
| Q1 2023 | $4,553 | +4.8% | 96,970 | +3.2% | 0.36% | -10.8% |
| Q4 2022 | $4,345 | -99.5% | 93,938 | +315.5% | 0.41% | +354.4% |
| Q3 2022 | $927,000 | +16.3% | 22,609 | +22.2% | 0.09% | +13.9% |
| Q2 2022 | $797,000 | -44.8% | 18,505 | -36.2% | 0.08% | -30.7% |
| Q1 2022 | $1,444,000 | -4.5% | 29,001 | -9.7% | 0.11% | 0.0% |
| Q4 2021 | $1,512,000 | +31.2% | 32,107 | +21.8% | 0.11% | +17.5% |
| Q3 2021 | $1,152,000 | +82.9% | 26,361 | +78.9% | 0.10% | +83.0% |
| Q2 2021 | $630,000 | -11.9% | 14,736 | -16.1% | 0.05% | -25.4% |
| Q1 2021 | $715,000 | – | 17,573 | – | 0.07% | – |
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% |