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Pacer Fds Tr shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr (PSMR) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 47k 29.26
2025-06-30 $1.5M 53k 28.43
2025-03-31 $2.6M 98k 27.14
2024-12-31 $2.7M 97k 27.92
2024-09-30 $12M 445k 27.39
2024-06-30 $2.0M 76k 26.31

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

Top funds holding Pacer Fds Tr

Swan Wealth Advisors
Pacer Advisors
Anfield Capital Management
Susquehanna International
Brass Tax Wealth Management
LPL Financial
Advisor Group Holdings
Cornerstone Wealth Group
Jane Street
Advisory Services Network
Old Mission Capital
Integrity Alliance
UBS Group
DHJJ Financial Advisors

View all funds holding Pacer Fds Tr