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Pacer Fds Tr fund shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth investment in Pacer Fds Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr fund by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5M 211k 30.68
2023-09-30 $6.1M 202k 29.95
2023-06-30 $5.4M 176k 30.58
2023-03-31 $5.1M 174k 29.27

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Etf Managers Tr Prime Cybr Scrty
Vanguard Index Fds Real Estate Etf (VNQ)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental Wealth

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