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Pacer Fds Tr bnchmrk infra shares owned by Napa Wealth Management

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

Historical chart of Napa 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 Napa 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $522k 17k 29.98

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa 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