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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 530,074 | $26,201,578 | 24.05% |
| CMC Financial Group | 277,154 | $13,699,720 | 21.52% |
| COLUMBIA ADVISORY PARTNERS LLC | 268,231 | $13,258,658 | 14.45% |
| Requisite Capital Management, LLC | 1,085,179 | $53,640,378 | 13.62% |
| Provident Wealth Management, LLC | 564,349 | $27,895,771 | 13.56% |
| Presidio Capital Management, LLC | 287,184 | $14,195,494 | 12.46% |
| UNIQUE WEALTH, LLC | 569,190 | $28,135,054 | 11.75% |
| INSTRUMENTAL WEALTH, LLC | 196,153 | $9,819,438 | 11.47% |
| O'Brien Wealth Partners LLC | 756,611 | $37,399,275 | 10.73% |
| ODonnell Financial Services, LLC | 352,556 | $17,426,843 | 9.69% |