Ownership history in ENZI WEALTH · 13 quarters on record
This page tracks every 13F SEC filing in which ENZI WEALTH reported a position in PACER FDS TR (PALC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 69,308 | -191,124 | -73.4% | 1.33% | $3.8M | $52.14 |
| 2025 Q3 | ADDED | 260,432 | +2,665 | +1.0% | 4.65% | $13.2M | $51.39 |
| 2025 Q2 | ADDED | 257,767 | +875 | +0.3% | 4.66% | $12.7M | $48.91 |
| 2025 Q1 | ADDED | 256,892 | +6,491 | +2.6% | 4.82% | $11.9M | $47.39 |
| 2024 Q4 | ADDED | 250,401 | +5,170 | +2.1% | 4.86% | $12.8M | $48.60 |
| 2024 Q3 | ADDED | 245,231 | +12,152 | +5.2% | 4.89% | $12.5M | $48.73 |
| 2024 Q2 | REDUCED | 233,079 | -2,484 | -1.1% | 5.11% | $11.6M | $47.75 |
| 2024 Q1 | REDUCED | 235,563 | -18,070 | -7.1% | 4.97% | $10.6M | $45.68 |
| 2023 Q4 | REDUCED | 253,633 | -38,790 | -13.3% | 5.26% | $11.0M | $40.09 |
| 2023 Q3 | REDUCED | 292,423 | -9,890 | -3.3% | 5.76% | $10.9M | $35.96 |
As of 2025 Q4 — sorted by position size