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Pacer Fds Tr pacer us small shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 32k 48.03
2023-09-30 $836k 20k 41.70
2023-06-30 $789k 19k 40.70
2023-03-31 $920k 24k 38.06

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

Top funds holding Pacer Fds Tr pacer us small

Bank of America Corporation
Wells Fargo & Company
Raymond James Financial Services Advisors
UBS Group
Raymond James & Associates
Stifel Financial
Royal Bank of Canada
Commonwealth Equity Services
BW Gestao de Investimentos
Cambridge Investment Research Advisors
Harbour Investments
Advisor Group Holdings
Syntegra Private Wealth Group
Benjamin F. Edwards & Company
Global Assets Advisory

View all funds holding Pacer Fds Tr pacer us small