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Pacer Fds Tr pacer us small shares owned by BigSur Wealth Management

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

Historical chart of BigSur Wealth Management 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 BigSur Wealth Management 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 BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $654k 15k 43.78
2025-06-30 $594k 15k 39.82
2025-03-31 $579k 15k 37.50
2024-12-31 $720k 16k 44.15

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View all positions for BigSur Wealth Management

Top funds holding Pacer Fds Tr pacer us small

LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
UBS Group
Advisor Group Holdings
Royal Bank of Canada
Commonwealth Equity Services
Cambridge Investment Research Advisors
Jones Financial Companies, L.L
HHM Wealth Advisors
Mml Investors Services
Ameriprise Financial

View all funds holding Pacer Fds Tr pacer us small