Gradient Investments LLC - PACER FDS TR ownership

PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 142 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$984
-74.2%
36
-72.9%
0.00%
Q1 2024$3,813
-83.4%
133
-82.8%
0.00%
-100.0%
Q4 2023$23,016
-29.5%
772
-38.7%
0.00%0.0%
Q3 2023$32,625
-84.4%
1,260
-82.4%
0.00%
-80.0%
Q2 2023$209,017
-99.5%
7,158
-99.5%
0.01%
-99.6%
Q1 2023$42,815,743
+12.2%
1,444,039
+9.9%
1.17%
-2.9%
Q4 2022$38,146,947
+3.3%
1,314,505
+1.9%
1.20%
+6.5%
Q3 2022$36,918,0001,289,4951.13%
Other shareholders
PACER FDS TR shareholders Q3 2022
NameSharesValueWeighting ↓
TRAPHAGEN INVESTMENT ADVISORS LLC 404,193$15,779,6892.55%
Financial Guidance Group, Inc. 70,497$2,752,0001.89%
New England Private Wealth Advisors LLC 240,689$9,396,0001.72%
TAP Consulting, LLC 141,685$5,531,0001.45%
STEEL GROVE CAPITAL ADVISORS, LLC 223,038$8,707,0001.37%
Paradigm, Strategies in Wealth Management, LLC 29,454$1,150,0001.20%
Black Swift Group, LLC 66,200$2,584,0001.02%
Advisory Resource Group 80,803$3,155,0000.98%
FOSTER & MOTLEY INC 314,163$12,265,0000.96%
NOTTINGHAM ADVISORS, INC. 193,610$7,565,0000.90%
View complete list of PACER FDS TR shareholders