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Pacer Fds Tr trendpilot us bd shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Pacer Fds Tr trendpilot us bd (PTBD) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Pacer Fds Tr trendpilot us bd

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr trendpilot us bd held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr trendpilot us bd by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $478k 24k 19.83
2025-06-30 $494k 25k 19.75
2025-03-31 $501k 25k 20.06
2024-12-31 $512k 26k 20.00
2024-09-30 $543k 26k 20.63
2024-06-30 $529k 26k 20.10

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Top funds holding Pacer Fds Tr trendpilot us bd

Pacer Advisors
LPL Financial
Napa Wealth Management
ODonnell Financial Services
Raymond James Financial
Creative Financial Designs
Wells Fargo & Company
Magnolia Capital Advisors
Goss Wealth Management
Advisor Group Holdings
Morgan Stanley
Cetera Investment Advisers
Royal Bank of Canada
Jane Street
H D Vest Advisory Services

View all funds holding Pacer Fds Tr trendpilot us bd