Navis Wealth Advisors, 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
Navis Wealth Advisors, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2022$370,000
-11.3%
10,743
+0.6%
0.40%
+7.0%
Q1 2022$417,000
-9.7%
10,6760.0%0.37%
-4.9%
Q4 2021$462,000
+11.6%
10,676
+0.3%
0.39%
+34.6%
Q3 2021$414,000
-3.0%
10,648
+0.7%
0.29%
-19.5%
Q2 2021$427,000
+11.5%
10,5750.0%0.36%
+20.9%
Q1 2021$383,000
+36.8%
10,575
+35.3%
0.30%
+17.4%
Q4 2020$280,0007,8160.25%
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