Aspen Wealth Strategies »

Pacer Fds Tr pacer us small shares owned by Aspen Wealth Strategies

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

Historical chart of Aspen Wealth Strategies 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 Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pacer Fds Tr pacer us small by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 111k 46.52
2024-06-30 $4.9M 105k 46.62
2024-03-31 $5.1M 104k 49.16
2023-12-31 $4.1M 86k 48.03

More positions owned by Aspen Wealth Strategies

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Aspen Wealth Strategies

Top funds holding Pacer Fds Tr pacer us small

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Ameriprise Financial
Advisor Group Holdings
Envestnet Asset Management
Commonwealth Equity Services
Harbour Investments
Cetera Investment Advisers
Cambridge Investment Research Advisors

View all funds holding Pacer Fds Tr pacer us small