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Pacer Fds Tr shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $719k 20k 36.30
2025-06-30 $411k 12k 35.11

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Brown & Brown (BRO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Summit Wealth 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