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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
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)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
Wal-Mart Stores (WMT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)
Casey's General Stores (CASY)
Abbvie (ABBV)
Vaneck Etf Trust Clo Etf (CLOI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

Top funds holding Pacer Fds Tr fund

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

View all funds holding Pacer Fds Tr fund