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Pacer Fds Tr shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of Pacer Fds Tr (FLRT) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 191k 47.39
2025-06-30 $8.4M 178k 47.60
2025-03-31 $7.2M 152k 47.09

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View all positions for Octavia Wealth Advisors

Top funds holding Pacer Fds Tr

LPL Financial
Foundations Investment Advisors
Cetera Investment Advisers
Advisor Group Holdings
H D Vest Advisory Services
Raymond James Financial
Cambridge Investment Research Advisors
Kestra Advisory Services
Assetmark
Octavia Wealth Advisors
Goss Wealth Management
Strategic Blueprint
Atria Wealth Solutions
Envestnet Asset Management
Mml Investors Services

View all funds holding Pacer Fds Tr