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Pacer Fds Tr pacer us small shares owned by Pasadena Private Wealth

Quarter-by-quarter ownership of Pacer Fds Tr pacer us small (CALF) shares owned by Pasadena Private Wealth from 13F filings

Historical chart of Pasadena Private Wealth investment in Pacer Fds Tr pacer us small

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr pacer us small held by Pasadena Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr pacer us small by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 392k 49.16
2023-12-31 $12M 243k 48.03
2023-09-30 $15M 356k 41.70
2023-03-31 $771k 20k 38.06

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Flexshares Tr Mornstar Upstr (GUNR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Pasadena Private Wealth

Top funds holding Pacer Fds Tr pacer us small

Bank of America Corporation
Wells Fargo & Company
Raymond James Financial Services Advisors
UBS Group
Raymond James & Associates
Stifel Financial
Royal Bank of Canada
Commonwealth Equity Services
BW Gestao de Investimentos
Cambridge Investment Research Advisors
Harbour Investments
Advisor Group Holdings
Syntegra Private Wealth Group
Benjamin F. Edwards & Company
Global Assets Advisory

View all funds holding Pacer Fds Tr pacer us small