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Pacer Fds Tr shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Pacer Fds Tr (TRFK) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Pacer Fds Tr

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All positions including Pacer Fds Tr held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 3.1k 64.07
2024-09-30 $329k 7.0k 46.83
2024-06-30 $363k 8.0k 45.38

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Pacer Fds Tr

LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Independent Advisor Alliance
Raymond James Financial
Cambridge Investment Research Advisors
Envestnet Asset Management
Advisor Group Holdings
RFG Advisory
Mml Investors Services
HBW Advisory Services
Western Wealth Management
Branch Banking & Trust Company
Jones Financial Companies, L.L
TCG Advisory Services

View all funds holding Pacer Fds Tr