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Pacer Fds Tr trendp 100 etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Pacer Fds Tr trendp 100 etf (PTNQ) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Pacer Fds Tr trendp 100 etf

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr trendp 100 etf held by EP 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 100 etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $114k 1.6k 73.33
2024-06-30 $112k 1.6k 72.09
2024-03-31 $107k 1.6k 68.68
2023-12-31 $101k 1.6k 65.33

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View all positions for EP Wealth Advisors

Top funds holding Pacer Fds Tr trendp 100 etf

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers
Stifel Financial
Raymond James & Associates
ODonnell Financial Services
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
H D Vest Advisory Services
Pacer Advisors

View all funds holding Pacer Fds Tr trendp 100 etf