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Pacer Fds Tr Bnchmrk Indstr etp shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning investment in Pacer Fds Tr Bnchmrk Indstr etp

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All positions including Pacer Fds Tr Bnchmrk Indstr etp held by Next Level Wealth Planning 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $595k 16k 37.21
2025-06-30 $523k 14k 36.99
2025-03-31 $535k 15k 36.97
2024-12-31 $447k 13k 35.30

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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