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Pacer Fds Tr pacer us small shares owned by Lokken Investment Group

Quarter-by-quarter ownership of Pacer Fds Tr pacer us small (CALF) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group 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 Lokken Investment Group 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 Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 25k 43.56
2024-03-31 $1.1M 22k 49.16
2023-12-31 $1.1M 23k 48.03

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Vanguard Index Fds Mid Cap Etf (VO)
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Unified Ser Tr Ballast Smlmd Cp (MGMT)
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View all positions for Lokken Investment Group

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
Raymond James & Associates
Royal Bank of Canada
Millennium Management
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