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Pacer Fds Tr bnchmrk infra shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr bnchmrk infra (SRVR) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Pacer Fds Tr bnchmrk infra

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr bnchmrk infra held by Copia Wealth Management 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 12k 31.68
2025-06-30 $381k 12k 32.32
2025-03-31 $56k 1.9k 29.35
2024-12-31 $38k 1.3k 29.98

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Strive Enhanced Income Short Maturity Etf Etf (BUXX)
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Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
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Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding Pacer Fds Tr bnchmrk infra

Northwestern Mutual Wealth Management Company
Ameriprise Financial
Morgan Stanley
UBS Group
Foster & Motley
LPL Financial
Wells Fargo & Company
Stifel Financial
Royal Bank of Canada
Cetera Investment Advisers
Franklin Resources
Summit Financial
Cambridge Investment Research Advisors
Raymond James Financial
Wealth Advisors of Tampa Bay

View all funds holding Pacer Fds Tr bnchmrk infra