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Pacer Fds Tr pacer us small shares owned by Shelton Wealth Management

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

Historical chart of Shelton 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 Shelton 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 Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $317k 6.8k 46.52
2024-06-30 $468k 11k 43.56
2024-03-31 $771k 16k 49.16

More positions owned by Shelton Wealth Management

Amazon Call Option (AMZN)
First Tr Exchange-traded First Tr Enh New (FTSM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Rus 1000 Etf (IWB)
Advanced Micro Devices Call Option (AMD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)

View all positions for Shelton Wealth Management

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