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Pacer Fds Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Pacer Fds Tr (TRFK) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $453k 6.8k 66.92
2025-06-30 $411k 7.0k 59.16
2025-03-31 $324k 7.3k 44.49
2024-12-31 $382k 7.6k 50.52
2024-09-30 $310k 6.6k 46.83
2024-06-30 $363k 8.0k 45.38
2024-03-31 $362k 8.4k 43.24

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Pacer Fds Tr

LPL Financial
Cetera Investment Advisers
Advisor Group Holdings
Raymond James Financial
HBW Advisory Services
Envestnet Asset Management
SRS Capital Advisors
Western Wealth Management
Commonwealth Equity Services
J.w. Cole Advisors
Axxcess Wealth Management
Colonial River Wealth Management
TCG Advisory Services
Mml Investors Services
CLG

View all funds holding Pacer Fds Tr