Pacer Fds Tr fund shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Pacer Fds Tr fund (ICOW) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Pacer Fds Tr fund
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Quarterly reported holdings in Pacer Fds Tr fund by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 90k | 36.42 |
| 2025-06-30 | $2.8M | 84k | 34.03 |
| 2025-03-31 | $2.6M | 83k | 31.41 |
| 2024-12-31 | $2.3M | 79k | 29.19 |
| 2024-09-30 | $2.3M | 72k | 31.63 |
| 2024-06-30 | $2.0M | 67k | 30.36 |
| 2024-03-31 | $1.0M | 32k | 31.95 |
| 2023-12-31 | $455k | 15k | 31.24 |