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Pacer Fds Tr shares owned by MBL Wealth

Quarter-by-quarter ownership of Pacer Fds Tr (PTMC) shares owned by MBL Wealth from 13F filings

Historical chart of MBL Wealth investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pacer Fds Tr by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 182k 36.03
2023-12-31 $5.9M 178k 32.86
2023-09-30 $5.7M 180k 31.55
2023-06-30 $5.7M 172k 32.94
2023-03-31 $5.1M 160k 31.75
2022-12-31 $4.4M 140k 31.21
2022-09-30 $4.3M 134k 32.16
2022-06-30 $5.1M 148k 34.54
2022-03-31 $4.7M 136k 34.49
2021-09-30 $4.0M 115k 35.11
2021-03-31 $3.7M 106k 34.80
2020-12-31 $3.4M 105k 32.58

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

Top funds holding Pacer Fds Tr

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
ODonnell Financial Services
Cetera Investment Advisers
Pacer Advisors
WBI Investments
Raymond James Financial Services Advisors
Advisor Group Holdings
Royal Bank of Canada
H D Vest Advisory Services
MBL Wealth
Level Four Advisory Services
UBS Group

View all funds holding Pacer Fds Tr