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 | $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 ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 212,703 | $11,058,429 | 10.27% |
| Wiser Wealth Management, Inc | 446,392 | $23,042,753 | 8.40% |
| RVW Wealth, LLC | 721,095 | $37,489,717 | 4.12% |
| WealthPLAN Partners, LLC | 426,371 | $22,167,022 | 2.28% |
| CAMPBELL CAPITAL MANAGEMENT INC | 92,425 | $4,805 | 2.25% |
| Modus Advisors, LLC | 104,828 | $5,450,008 | 2.21% |
| WealthPlan Investment Management, LLC | 125,478 | $6,523,581 | 1.04% |
| High Net Worth Advisory Group LLC | 33,772 | $1,755,806 | 0.65% |
| CHANNEL WEALTH LLC | 14,739 | $766,281 | 0.36% |
| Lowe Wealth Advisors, LLC | 7,955 | $413,580 | 0.20% |