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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

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr fund held by Summit Wealth 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 67k 30.36
2024-03-31 $1.0M 32k 31.95
2023-12-31 $455k 15k 31.24

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Pacer Fds Tr fund

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

View all funds holding Pacer Fds Tr fund