Castle Rock Wealth Management, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 140 filers reported holding PACER FDS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q1 2022$203,000
-31.6%
5,105
-35.8%
0.09%
-23.1%
Q4 2021$297,000
-7.8%
7,956
+0.4%
0.12%
+10.0%
Q3 2021$322,000
+2.5%
7,924
+2.4%
0.11%
-4.3%
Q2 2021$314,000
+11.0%
7,736
+4.0%
0.12%
+0.9%
Q1 2021$283,000
+14.1%
7,437
+8.5%
0.11%
+10.7%
Q4 2020$248,0006,8540.10%
Other shareholders
PACER FDS TR shareholders Q3 2021
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