Kingswood Wealth Advisors »

Pacer Fds Tr trendp 750 etf shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Pacer Fds Tr trendp 750 etf (PTLC) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Pacer Fds Tr trendp 750 etf

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr trendp 750 etf held by Kingswood Wealth Advisors 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 trendp 750 etf by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $798k 15k 54.76
2025-06-30 $733k 14k 50.76
2025-03-31 $750k 15k 51.45
2024-12-31 $750k 14k 53.44

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding Pacer Fds Tr trendp 750 etf

LPL Financial
Morgan Stanley
Wells Fargo & Company
Raymond James Financial
SFMG Wealth Advisors
CFS Investment Advisory Services
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
UBS Group
Cambridge Investment Research Advisors
Royal Bank of Canada
Envestnet Asset Management
Koss-Olinger Consulting
H D Vest Advisory Services

View all funds holding Pacer Fds Tr trendp 750 etf