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

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

Historical chart of WCG 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 23k 52.53
2024-06-30 $1.2M 24k 49.75
2024-03-31 $1.3M 27k 47.73
2023-12-31 $4.8M 111k 43.27
2023-09-30 $4.3M 107k 39.96

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View all positions for WCG Wealth Advisors

Top funds holding Pacer Fds Tr trendp 750 etf

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

View all funds holding Pacer Fds Tr trendp 750 etf