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Pacer Fds Tr fund shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 188k 36.42
2025-06-30 $6.2M 182k 34.03
2025-03-31 $3.6M 116k 31.41
2024-12-31 $3.2M 110k 29.19
2024-09-30 $3.2M 101k 31.63
2024-06-30 $2.8M 93k 30.36
2024-03-31 $3.0M 94k 31.95
2023-12-31 $4.8M 153k 31.24

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Pacer Fds Tr fund

Wells Fargo & Company
Morgan Stanley
Sequoia Financial Advisors
UBS Group
LPL Financial
Northwestern Mutual Wealth Management Company
Sepio Capital
Baird Financial
Cetera Investment Advisers
Raymond James Financial
Pacer Advisors
AlphaCore Capital
Royal Bank of Canada
Wealth Enhancement Advisory Services
HighTower Advisors

View all funds holding Pacer Fds Tr fund