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Pacer Fds Tr pacer us small shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $897k 18k 49.16

More positions owned by Confluence Wealth Services

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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Pacer Fds Tr pacer us small

Bank of America Corporation
Wells Fargo & Company
Raymond James Financial Services Advisors
UBS Group
Raymond James & Associates
Stifel Financial
Royal Bank of Canada
Commonwealth Equity Services
BW Gestao de Investimentos
Cambridge Investment Research Advisors
Harbour Investments
Advisor Group Holdings
Syntegra Private Wealth Group
Benjamin F. Edwards & Company
Global Assets Advisory

View all funds holding Pacer Fds Tr pacer us small