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Pacer Fds Tr fund shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Pacer Fds Tr fund

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 20254M6M8M10M150k200k250k300k
Value ($)Share countHistorical ICOW position of Fundamentun Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Pacer Fds Tr fund by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.7M 230k 29.19
2024-09-30 $10M 316k 31.63
2024-06-30 $3.9M 128k 30.36

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding Pacer Fds Tr fund

Bank of America Corporation
UBS Group
Morgan Stanley
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Syntegra Private Wealth Group
Sequoia Financial Advisors
Carlson Capital Management
Raymond James Financial
LPL Financial
Sepio Capital
Baird Financial
Wealth Group
Pacer Advisors
Cetera Investment Advisers

View all funds holding Pacer Fds Tr fund