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Pacer Fds Tr shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-12-31 $574k 15k 38.39
2024-09-30 $403k 11k 37.96
2024-06-30 $179k 4.9k 36.69
2024-03-31 $43k 1.2k 35.80

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
American Century U.s. Quality Growth Etf Etf (QGRO)
Microsoft Corp Stock (MSFT)
Capital Group Growth Etf Etf (CGGR)
First Trust Low Duration Opportunities Etf Etf (LMBS)

View all positions for WR Wealth Planners

Top funds holding Pacer Fds Tr

LPL Financial
Royal Bank of Canada
Morgan Stanley
Raymond James Financial
Stratos Wealth Partners
Advisory Resource Group
Cambridge Investment Research Advisors
Advisor Group Holdings
Mml Investors Services
Mariner Wealth Advisors
Envestnet Asset Management
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Onyx Bridge Wealth Group

View all funds holding Pacer Fds Tr