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Pacer Fds Tr pacer us small shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 325 43.81
2025-06-30 $13k 324 39.81
2025-03-31 $12k 323 37.54
2024-12-31 $14k 322 43.98

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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