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Pacer Fds Tr pacer us small shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners 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 Summit Wealth Partners 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 49k 46.52
2024-06-30 $1.9M 44k 43.56
2024-03-31 $1.1M 22k 49.16
2023-12-31 $472k 9.8k 48.03

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Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit Wealth Partners

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