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Pacer Fds Tr Bnchmrk Indstr etp shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr Bnchmrk Indstr etp (INDS) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Pacer Fds Tr Bnchmrk Indstr etp

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr Bnchmrk Indstr etp held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr Bnchmrk Indstr etp by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 272 37.21
2025-06-30 $10k 272 36.99
2025-03-31 $10k 272 36.97
2024-12-31 $53k 1.5k 35.30

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Us Treasury 6 Month Bill Etf Etf (XBIL)
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Simplify Health Care Etf Etf (PINK)
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View all positions for Copia Wealth Management

Top funds holding Pacer Fds Tr Bnchmrk Indstr etp

Morgan Stanley
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Advisory Resource Group
Cetera Investment Advisers
LPL Financial
Castle Wealth Management
Cambridge Investment Research Advisors
Clark Capital Management Group
Invenio Wealth Partners
Royal Bank of Canada
Summit Financial
Envestnet Asset Management
Scotia Capital
Advisor Group Holdings

View all funds holding Pacer Fds Tr Bnchmrk Indstr etp