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Pacer Fds Tr bnchmrk infra shares owned by Planning Strategies

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

Historical chart of Planning Strategies 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 Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.3k 294 31.77

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Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
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Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Pacer Fds Tr bnchmrk infra

Bank of America Corporation
Northwestern Mutual Wealth Management Company
Ameriprise Financial
UBS Group
Morgan Stanley
Foster & Motley
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Cetera Investment Advisers
Raymond James Financial
Cambridge Investment Research Advisors
Franklin Resources
Private Wealth Advisors
Hrt Financial

View all funds holding Pacer Fds Tr bnchmrk infra