Paragon Private Wealth Management, LLC - 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
Paragon Private Wealth Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q4 2022$448,388
+1.7%
15,451
-2.8%
0.40%
-5.6%
Q3 2022$441,000
-20.3%
15,903
-1.0%
0.43%
-27.2%
Q2 2022$553,000
-6.6%
16,0590.0%0.59%
+1.9%
Q1 2022$592,000
-9.3%
16,059
+6.4%
0.58%
-0.2%
Q4 2021$653,00015,0950.58%
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