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Pacer Fds Tr bnchmrk infra shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Pacer Fds Tr bnchmrk infra (SRVR) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Pacer Fds Tr bnchmrk infra

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All positions including Pacer Fds Tr bnchmrk infra held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr bnchmrk infra by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $697 24 29.08
2025-09-30 $760 24 31.71
2025-06-30 $775 24 32.33

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Alphabet Cap Stk Cl A (GOOGL)
Coca-Cola Company (KO)
Wal-Mart Stores (WMT)

View all positions for A. Montag and Associates

Top funds holding Pacer Fds Tr bnchmrk infra

Northwestern Mutual Wealth Management Company
Ameriprise Financial
UBS Group
Foster & Motley
LPL Financial
Wells Fargo & Company
Flow Traders US
Royal Bank of Canada
Cetera Investment Advisers
Summit Financial
Cambridge Investment Research Advisors
Franklin Resources
Raymond James Financial
Susquehanna International
Advisor Group Holdings

View all funds holding Pacer Fds Tr bnchmrk infra