Invenio Wealth Partners »

Pacer Fds Tr bnchmrk infra shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners 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 Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pacer Fds Tr bnchmrk infra by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 52k 31.68
2025-06-30 $1.6M 49k 32.32
2025-03-31 $1.4M 49k 29.35
2024-12-31 $1.4M 48k 29.98

More positions owned by Invenio Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree U.s. High Dividend Fund Etf (DHS)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Core Bond Etf Etf (VCRB)
Ishares Msci Intl Value Factor Etf Etf (IVLU)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Nyli Mackay Muni Intermediate Etf Etf (MMIT)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)

View all positions for Invenio Wealth Partners

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