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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
2023-12-31 $4.8M 153k 31.24

More positions owned by WealthPlan Investment Management

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Nucor Corporation (NUE)
Msc Indl Direct Cl A (MSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pepsi (PEP)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Casey's General Stores (CASY)
Gra (GGG)
Alphabet Cap Stk Cl C (GOOG)
Abbvie (ABBV)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Chevron Corporation (CVX)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Abbott Laboratories (ABT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

View all positions for WealthPlan Investment Management

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
Sepio Capital
Pacer Advisors
Raymond James Financial Services Advisors
Jane Street
Wealth Group
Advisor Group Holdings

View all funds holding Pacer Fds Tr fund