PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 111 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,622 | -11.2% | 10,839 | +0.2% | 0.05% | -13.0% |
| Q2 2023 | $315,887 | +0.7% | 10,818 | +0.1% | 0.05% | -12.9% |
| Q4 2022 | $313,707 | +1.9% | 10,810 | +0.5% | 0.06% | 0.0% |
| Q3 2022 | $308,000 | -6.7% | 10,757 | +12.3% | 0.06% | -4.6% |
| Q2 2022 | $330,000 | -11.1% | 9,579 | +0.8% | 0.06% | +3.2% |
| Q1 2022 | $371,000 | -9.7% | 9,507 | 0.0% | 0.06% | -6.0% |
| Q4 2021 | $411,000 | +13.5% | 9,507 | +2.2% | 0.07% | +3.1% |
| Q3 2021 | $362,000 | -3.5% | 9,306 | +0.0% | 0.06% | -4.4% |
| Q2 2021 | $375,000 | +31.6% | 9,304 | +18.1% | 0.07% | +21.4% |
| Q1 2021 | $285,000 | – | 7,880 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advisory Resource Group | 184,228 | $6,509,000 | 3.82% |
| New England Private Wealth Advisors LLC | 304,590 | $10,759,000 | 2.70% |
| Hill Winds Capital LP | 85,000 | $3,003,000 | 2.39% |
| NOTTINGHAM ADVISORS, INC. | 421,857 | $14,988,000 | 1.94% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 123,494 | $4,363,000 | 1.78% |
| Fulcrum Equity Management | 66,932 | $2,365,000 | 1.10% |
| Laurel Wealth Advisors, Inc. | 120,021 | $4,240,000 | 0.70% |
| FOSTER & MOTLEY INC | 163,948 | $5,792,000 | 0.68% |
| Shepherd Financial Partners LLC | 80,225 | $2,834,000 | 0.67% |
| Indie Asset Partners, LLC | 14,100 | $498,000 | 0.62% |