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Pacer Fds Tr shares owned by Compass Advisory Group

Quarter-by-quarter ownership of Pacer Fds Tr (COWG) shares owned by Compass Advisory Group from 13F filings

Historical chart of Compass Advisory Group investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Compass Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.0M 347k 26.00
2023-12-31 $7.9M 333k 23.84

More positions owned by Compass Advisory Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)

View all positions for Compass Advisory Group

Top funds holding Pacer Fds Tr

Compass Advisory Group
Pensionmark Financial Group
Cornerstone Wealth Management
Long Island Wealth Management
Branch Banking & Trust Company
Team Financial Group
Wealth Enhancement Advisory Services
LPL Financial
Advisory Services Network
Cambridge Investment Research Advisors
HighTower Advisors
Advisor Group Holdings
Commonwealth Equity Services
Napa Wealth Management
Raymond James & Associates

View all funds holding Pacer Fds Tr