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Pacer Fds Tr shares owned by Laurel Wealth Planning

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

Historical chart of Laurel Wealth Planning investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr by Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 173k 36.30
2025-06-30 $6.1M 173k 35.11
2025-03-31 $5.0M 163k 30.79
2024-12-31 $4.3M 133k 32.04

More positions owned by Laurel Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Bloomberg Short (BWZ)
Spdr Series Trust S&p 500 Esg Etf (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Us Infrastruc (IFRA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Wisdomtree Tr India Erngs Fd (EPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Esg Awr Msci Em (ESGE)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Laurel Wealth Planning

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