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Pacer Fds Tr pacer us small shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 24k 43.78
2025-06-30 $1.2M 30k 39.81
2025-03-31 $999k 27k 37.50

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Top funds holding Pacer Fds Tr pacer us small

Morgan Stanley
LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
UBS Group
Advisor Group Holdings
Royal Bank of Canada
Commonwealth Equity Services
Cambridge Investment Research Advisors
HHM Wealth Advisors
Jones Financial Companies, L.L
H D Vest Advisory Services

View all funds holding Pacer Fds Tr pacer us small