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Pacer Fds Tr trendpilot shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr trendpilot (TRND) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Pacer Fds Tr trendpilot

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr trendpilot by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 141k 33.60
2025-06-30 $2.5M 80k 31.94
2025-03-31 $630k 20k 32.15

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa Wealth Management

Top funds holding Pacer Fds Tr trendpilot

Commonwealth Equity Services
LPL Financial
Napa Wealth Management
Raymond James Financial
Cambridge Investment Research Advisors
Cetera Investment Advisers
Royal Bank of Canada
Susquehanna International
Envestnet Asset Management
Advisor Group Holdings
Prospera Financial Services
Ausdal Financial Partners
J.w. Cole Advisors
Lunt Capital Management
Stratos Wealth Partners

View all funds holding Pacer Fds Tr trendpilot