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Pacer Fds Tr pacer us small shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax 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 Brass Tax 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 5.2k 43.78
2025-06-30 $212k 5.3k 39.82

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View all positions for Brass Tax Wealth Management

Top funds holding Pacer Fds Tr pacer us small

Morgan Stanley
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
HHM Wealth Advisors
Jones Financial Companies, L.L
H D Vest Advisory Services

View all funds holding Pacer Fds Tr pacer us small