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Pacer Fds Tr shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by SHP 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $260k 5.6k 46.33

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for SHP Wealth Management

Top funds holding Pacer Fds Tr

LPL Financial
Foundations Investment Advisors
Cetera Investment Advisers
Advisor Group Holdings
Kestra Advisory Services
Raymond James Financial
Branch Banking & Trust Company
Systelligence
Cambridge Investment Research Advisors
Envestnet Asset Management
Independent Financial Group
Goss Wealth Management
Western Wealth Management
Assetmark
Mml Investors Services

View all funds holding Pacer Fds Tr