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Pacer Fds Tr pacer us small shares owned by Evolution Wealth Advisors

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

Historical chart of Evolution Wealth Advisors 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 Evolution Wealth Advisors 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 Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 36k 46.52
2024-06-30 $1.5M 36k 43.55
2024-03-31 $1.8M 37k 49.16
2023-12-31 $1.5M 32k 48.03
2023-09-30 $1.0M 25k 41.70

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Top funds holding Pacer Fds Tr pacer us small

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Stifel Financial
Royal Bank of Canada
Raymond James & Associates
Advisor Group Holdings
Envestnet Asset Management
Commonwealth Equity Services
Harbour Investments
Cetera Investment Advisers
Cambridge Investment Research Advisors

View all funds holding Pacer Fds Tr pacer us small