Steward Partners Investment Advisory, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 129 filers reported holding PACER FDS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$57,981
-96.6%
2,240
-96.1%
0.00%
-96.0%
Q2 2023$1,686,507
-15.2%
57,757
-13.9%
0.02%
-21.9%
Q1 2023$1,989,907
+0.1%
67,113
-2.0%
0.03%
-5.9%
Q4 2022$1,987,281
+6.3%
68,480
+4.9%
0.03%
-2.9%
Q3 2022$1,869,000
-18.2%
65,274
-1.6%
0.04%
-16.7%
Q2 2022$2,284,000
-10.8%
66,313
+1.1%
0.04%
+5.0%
Q1 2022$2,560,000
-8.3%
65,580
+1.6%
0.04%
-4.8%
Q4 2021$2,793,000
-3.6%
64,524
-13.3%
0.04%
-16.0%
Q3 2021$2,898,000
-1.8%
74,457
+1.8%
0.05%0.0%
Q2 2021$2,951,000
-99.9%
73,165
-50.7%
0.05%
+6.4%
Q1 2021$5,373,670,000
+222412.2%
148,444
+120.3%
0.05%
-9.6%
Q4 2020$2,415,000
+36.1%
67,373
+34.1%
0.05%
+15.6%
Q3 2020$1,775,000
-2.8%
50,234
-2.2%
0.04%
-13.5%
Q2 2020$1,827,000
+21.1%
51,381
+4.3%
0.05%
-5.5%
Q1 2020$1,509,000
+1.6%
49,250
+8.0%
0.06%
+25.0%
Q4 2019$1,485,00045,5880.04%
Other shareholders
PACER FDS TR shareholders Q4 2020
NameSharesValueWeighting ↓
DHK Financial Advisors, Inc. 43,768$1,133,1441.01%
FOSTER & MOTLEY INC 404,316$10,4680.86%
TAP Consulting, LLC 119,297$3,088,6030.80%
New England Private Wealth Advisors LLC 89,910$2,365,3960.49%
Proquility Private Wealth Partners, LLC 37,362$967,3200.40%
Cornerstone Management, Inc. 53,054$1,373,5690.37%
Commonwealth Financial Services, LLC 37,865$980,3250.29%
CREATIVE FINANCIAL DESIGNS INC /ADV 65,923$1,706,7450.20%
Intrepid Financial Planning Group LLC 12,446$322,2270.17%
SILVERLAKE WEALTH MANAGEMENT LLC 9,569$247,7370.14%
View complete list of PACER FDS TR shareholders