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Pacer Fds Tr fund shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Pacer Fds Tr fund (ICOW) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Pacer Fds Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr fund by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 66k 31.63
2024-06-30 $2.4M 79k 30.36

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Capasso Planning Partners

Top funds holding Pacer Fds Tr fund

Bank of America Corporation
Morgan Stanley
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Syntegra Private Wealth Group
Carlson Capital Management
LPL Financial
Amplius Wealth Advisors
Royal Bank of Canada
Sepio Capital
Cetera Investment Advisers
B & T Capital Management DBA Alpha Capital Management
Wealth Group
Pacer Advisors
Raymond James Financial Services Advisors

View all funds holding Pacer Fds Tr fund