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Pacer Fds Tr shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private Wealth Management investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Perissos Private 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 25k 40.15
2025-03-31 $1.7M 57k 30.79

More positions owned by Perissos Private Wealth Management

Spdr Series Trust St Str Blo 1 Etf (BIL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Blackstone Secd Lending Common Stock (BXSL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Perissos Private Wealth Management

Top funds holding Pacer Fds Tr

Bank of America Corporation
LPL Financial
Raymond James Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
Cambridge Investment Research Advisors
Advisor Group Holdings
Mml Investors Services
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Branch Banking & Trust Company

View all funds holding Pacer Fds Tr