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Pacer Fds Tr shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Pacer Fds Tr (COWG) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $411k 11k 36.30
2025-06-30 $613k 18k 35.11
2025-03-31 $1.0M 34k 30.79
2024-12-31 $1.4M 45k 32.04
2024-09-30 $2.0M 71k 28.73
2024-06-30 $2.5M 92k 27.15

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Capasso Planning Partners

Top funds holding Pacer Fds Tr

LPL Financial
Wells Fargo & Company
Raymond James Financial
Morgan Stanley
Traphagen Investment Advisors
Envestnet Asset Management
Jones Financial Companies, L.L
Cambridge Investment Research Advisors
Advisor Group Holdings
Cetera Investment Advisers
Mml Investors Services
Commonwealth Equity Services
Teamwork Financial Advisors
Kestra Advisory Services
Northwestern Mutual Wealth Management Company

View all funds holding Pacer Fds Tr