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Pacer Fds Tr pacer us small shares owned by Lane & Associates

Quarter-by-quarter ownership of Pacer Fds Tr pacer us small (CALF) shares owned by Lane & Associates from 13F filings

Historical chart of Lane & Associates 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 Lane & Associates 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 Lane & Associates

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.4M 64k 37.50
2024-12-31 $2.6M 59k 44.11
2024-09-30 $2.4M 51k 46.52
2024-06-30 $1.8M 42k 43.56
2024-03-31 $974k 20k 49.16

More positions owned by Lane & Associates

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Lane & Associates

Top funds holding Pacer Fds Tr pacer us small

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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