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Pacer Fds Tr shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr (COWG) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 41k 36.30
2025-06-30 $1.3M 36k 35.11
2025-03-31 $830k 27k 30.79
2024-12-31 $498k 16k 32.04

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

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