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Pacer Fds Tr pacer us small shares owned by Marshall & Sterling Wealth Advisors

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

Historical chart of Marshall & Sterling 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 Marshall & Sterling 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $277 6 46.17

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

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