NewEdge Advisors, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 114 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$72,743
-37.0%
2,661
-34.0%
0.00%0.0%
Q1 2024$115,451
-16.4%
4,030
-13.1%
0.00%0.0%
Q4 2023$138,156
+51.7%
4,635
+31.8%
0.00%0.0%
Q3 2023$91,047
+19.2%
3,517
+34.5%
0.00%0.0%
Q2 2023$76,352
-1.5%
2,6150.0%0.00%0.0%
Q1 2023$77,528
-73.8%
2,615
-79.7%
0.00%
-87.5%
Q4 2022$295,764
-82.3%
12,876
-77.9%
0.01%
-70.4%
Q3 2022$1,667,000
-44.3%
58,237
-33.0%
0.03%
-46.0%
Q2 2022$2,994,000
-6.2%
86,914
+6.3%
0.05%
-2.0%
Q1 2022$3,192,000
+1.5%
81,774
+12.6%
0.05%
+8.5%
Q4 2021$3,144,000
+44.6%
72,630
+30.0%
0.05%
-13.0%
Q3 2021$2,174,000
+22.7%
55,848
+27.1%
0.05%
+14.9%
Q2 2021$1,772,000
+23.0%
43,930
+10.4%
0.05%
+9.3%
Q1 2021$1,441,000
-1.4%
39,808
-2.4%
0.04%
-10.4%
Q4 2020$1,462,00040,7730.05%
Other shareholders
PACER FDS TR shareholders Q2 2023
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