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Pacer Fds Tr shares owned by Invenio Wealth Partners

Quarter-by-quarter ownership of Pacer Fds Tr (PTMC) shares owned by Invenio Wealth Partners from 13F filings

Historical chart of Invenio Wealth Partners investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 292k 35.81
2025-06-30 $9.7M 279k 34.88

More positions owned by Invenio Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree U.s. High Dividend Fund Etf (DHS)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Core Bond Etf Etf (VCRB)
Ishares Msci Intl Value Factor Etf Etf (IVLU)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Nyli Mackay Muni Intermediate Etf Etf (MMIT)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)

View all positions for Invenio Wealth Partners

Top funds holding Pacer Fds Tr

Wells Fargo & Company
Morgan Stanley
LPL Financial
Cetera Investment Advisers
Pacer Advisors
Invenio Wealth Partners
Raymond James Financial
Goss Wealth Management
Cambridge Investment Research Advisors
MBL Wealth
Level Four Advisory Services
Rockefeller Capital Management
H D Vest Advisory Services
Royal Bank of Canada
J2 Capital Management

View all funds holding Pacer Fds Tr