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Pacer Fds Tr pacer us small shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak 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 Laurel Oak 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 Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 29k 44.87

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding Pacer Fds Tr pacer us small

Bank of America Corporation
Morgan Stanley
LPL Financial
Raymond James Financial
Cetera Investment Advisers
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Jones Financial Companies, L.L
Advisor Group Holdings
Rockefeller Capital Management
BlueStem Wealth Partners
Cambridge Investment Research Advisors

View all funds holding Pacer Fds Tr pacer us small