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

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

Historical chart of Copia 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 Copia 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 57k 43.78
2025-06-30 $2.3M 59k 39.82
2025-03-31 $2.4M 63k 37.50
2024-12-31 $2.8M 63k 44.01

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia 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