ValMark Advisers »

Pacer Fds Tr trendpilot us bd shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pacer Fds Tr trendpilot us bd by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 11k 20.63
2024-03-31 $201k 9.8k 20.40
2022-12-31 $210k 10k 20.11

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Global Reit Etf (REET)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Pacer Fds Tr trendpilot us bd

LPL Financial
Pacer Advisors
Csenge Advisory Group
Inspire Advisors
Wells Fargo & Company
Atria Investments
ODonnell Financial Services
Raymond James Financial Services Advisors
Advisor Group Holdings
Kestra Advisory Services
Sanctuary Advisors
Creative Financial Designs
Goss Wealth Management
Wealth Enhancement Advisory Services
Morgan Stanley

View all funds holding Pacer Fds Tr trendpilot us bd