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Pacer Fds Tr trendpilot us bd shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 123k 20.10
2024-03-31 $3.0M 146k 20.40
2023-12-31 $3.0M 146k 20.47
2023-09-30 $2.8M 144k 19.49

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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