Concord Wealth Partners - PACER FDS TR ownership

PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 170 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$1,010
-29.4%
39
-20.4%
0.00%
Q2 2023$1,431
-8.9%
49
-7.5%
0.00%
Q1 2023$1,571
-79.3%
53
-79.7%
0.00%
-100.0%
Q4 2022$7,574
+278.7%
261
+392.5%
0.00%
+100.0%
Q2 2022$2,0000.0%530.0%0.00%0.0%
Q1 2022$2,000
-75.0%
53
-72.8%
0.00%
-50.0%
Q4 2021$8,000
+700.0%
195
+473.5%
0.00%
Q3 2021$1,000
-50.0%
34
-43.3%
0.00%
-100.0%
Q2 2021$2,000
-50.0%
60
-44.4%
0.00%0.0%
Q1 2021$4,000
+300.0%
108
+350.0%
0.00%0.0%
Q4 2020$1,000240.00%
Other shareholders
PACER FDS TR shareholders Q1 2022
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