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Pacer Fds Tr shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr (QDPL) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 32k 37.96
2024-03-31 $655k 18k 35.77

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Pacer Fds Tr

Advisory Resource Group
Stratos Wealth Partners
Royal Bank of Canada
LPL Financial
Raymond James & Associates
Cambridge Investment Research Advisors
GG Group Ventures
Commonwealth Equity Services
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Capital Asset Advisory Services
Axxcess Wealth Management

View all funds holding Pacer Fds Tr