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Pacer Fds shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Pacer Fds (CAFG) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Pacer Fds

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 9.2k 25.96
2025-06-30 $698k 29k 24.47
2025-03-31 $610k 25k 24.17
2024-12-31 $481k 19k 25.45

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa Wealth Management

Top funds holding Pacer Fds

Wealth Enhancement Advisory Services
HighTower Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Cambridge Investment Research Advisors
Davenport & Co
Royal Bank of Canada
Citadel Advisors
Captrust Financial Advisors
Capital Analysts
LPL Financial
Napa Wealth Management
Advisor Group Holdings
Triumph Capital Management
Farther Finance Advisors

View all funds holding Pacer Fds