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Pacer Fds Tr fund shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr fund (ICOW) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management investment in Pacer Fds Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr fund by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.6M 177k 31.48
2023-09-30 $4.7M 158k 29.87
2023-06-30 $4.7M 157k 29.73
2023-03-31 $4.5M 152k 29.61

More positions owned by Castle Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aam Bahl & Gayn (SMIG)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Matthews Asia Fds Emerging Markets (MEMX)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Castle Wealth Management

Top funds holding Pacer Fds Tr fund

Bank of America Corporation
Wells Fargo & Company
Amplius Wealth Advisors
Syntegra Private Wealth Group
Carlson Capital Management
UBS Group
B & T Capital Management DBA Alpha Capital Management
Baird Financial
Raymond James & Associates
Commonwealth Equity Services
Sepio Capital
Pacer Advisors
Raymond James Financial Services Advisors
Jane Street
Wealth Group

View all funds holding Pacer Fds Tr fund