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Pacer Fds Tr pacer us small shares owned by Betterment

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

Historical chart of Betterment 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 Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $473k 9.6k 49.18
2023-12-31 $405k 8.4k 48.04
2023-09-30 $235k 5.6k 41.74
2022-03-31 $203k 5.1k 40.03

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SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Pacer Fds Tr pacer us small

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Stifel Financial
Royal Bank of Canada
Raymond James & Associates
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