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Pacer Fds Tr trendpilot us bd shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr trendpilot us bd (PTBD) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management 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 Napa Wealth Management 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 348k 19.83
2025-06-30 $6.2M 313k 19.75

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa Wealth Management

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