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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
2024-06-30 $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)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Pacer Fds Tr

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

View all funds holding Pacer Fds Tr