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Pacer Fds Tr trendp 750 etf shares owned by Calton & Associates

Quarter-by-quarter ownership of Pacer Fds Tr trendp 750 etf (PTLC) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Pacer Fds Tr trendp 750 etf

May 2024Jul 2024Sep 2024Nov 2024Jan 20250.8M1M1.2M1.4M15k20k25k
Value ($)Share countHistorical PTLC position of Calton & Associates Source: stockzoa.comValue ($)Share count

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All positions including Pacer Fds Tr trendp 750 etf held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr trendp 750 etf by Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 28k 53.44
2024-06-30 $899k 18k 49.76
2024-03-31 $691k 15k 47.72

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Vanguard Index Fds Growth Etf (VUG)
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Select Sector Spdr Tr Technology (XLK)
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Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for Calton & Associates

Top funds holding Pacer Fds Tr trendp 750 etf

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
CFS Investment Advisory Services
Raymond James Financial Services Advisors
Commonwealth Equity Services
Ferguson Shapiro
Cetera Investment Advisers
UBS Group
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Raymond James & Associates

View all funds holding Pacer Fds Tr trendp 750 etf