Paragon Private Wealth Management, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 152 filers reported holding PACER FDS TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
Advisory Resource Group 184,228$6,509,0003.82%
New England Private Wealth Advisors LLC 304,590$10,759,0002.70%
Hill Winds Capital LP 85,000$3,003,0002.39%
NOTTINGHAM ADVISORS, INC. 421,857$14,988,0001.94%
STEEL GROVE CAPITAL ADVISORS, LLC 123,494$4,363,0001.78%
Fulcrum Equity Management 66,932$2,365,0001.10%
Laurel Wealth Advisors, Inc. 120,021$4,240,0000.70%
FOSTER & MOTLEY INC 163,948$5,792,0000.68%
Shepherd Financial Partners LLC 80,225$2,834,0000.67%
Indie Asset Partners, LLC 14,100$498,0000.62%
View complete list of PACER FDS TR shareholders