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Pacer Fds Tr shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 53k 46.31

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View all positions for WealthPlan Investment 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
Western Wealth Management
Assetmark
Mml Investors Services
Sidoxia Capital Management

View all funds holding Pacer Fds Tr