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Pacer Fds Tr shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Pacer Fds Tr (PSFF) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $300k 11k 27.79
2024-03-31 $292k 11k 27.01
2023-12-31 $280k 11k 25.88
2023-09-30 $323k 13k 24.18
2023-06-30 $453k 19k 24.33

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Pacer Fds Tr

Hanson McClain Advisors
Advisor Group Holdings
Cetera Investment Advisers
Mml Investors Services
Envestnet Asset Management
Retirement Guys Formula
Kestra Advisory Services
Maripau Wealth Management
Atria Investments
Financial Strategies Group
LPL Financial
Brookstone Capital Management
New Century Financial Group
ODonnell Financial Services
Cambridge Investment Research Advisors

View all funds holding Pacer Fds Tr