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Pacer Fds Tr trendp 100 etf shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Pacer Fds Tr trendp 100 etf (PTNQ) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Pacer Fds Tr trendp 100 etf

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr trendp 100 etf held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr trendp 100 etf by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $213k 3.1k 68.68

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Pacer Fds Tr trendp 100 etf

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Raymond James Financial Services Advisors
Advisor Group Holdings
Stifel Financial
Cambridge Investment Research Advisors
Raymond James & Associates
Royal Bank of Canada
UBS Group
Commonwealth Equity Services
ODonnell Financial Services
Pacer Advisors
H D Vest Advisory Services

View all funds holding Pacer Fds Tr trendp 100 etf