Pensionmark Financial Group »

Pacer Fds Tr trendp 750 etf shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Pacer Fds Tr trendp 750 etf (PTLC) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $618k 11k 54.76
2025-06-30 $573k 11k 50.76
2025-03-31 $581k 11k 51.45
2024-12-31 $584k 11k 53.44
2024-09-30 $395k 7.5k 52.55

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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