SRVR — PACER FDS TR

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in PACER FDS TR (SRVR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q3)
Avg. % of fund
0.05%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 109,311 +6,935 +6.8% 0.05% $3.2M $28.43
2025 Q3 INITIATED 102,376 — — 0.05% $3.2M $30.99
% of Fund (quarterly)    SRVR price (monthly, adj. close)

Other funds also holding SRVR

As of 2025 Q4 — sorted by position size

FOSTER & MOTLEY INC 3Y 7Y 0.57% INVENIO WEALTH PARTNERS LLC 0.42% Baron Financial Group, LLC 3Y 0.27% Cornerstone Management, Inc. 0.2% PATRON PARTNERS, LLC 3Y 0.19% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.15% Proactive Wealth Strategies LLC 0.14% WT Wealth Management 3Y 0.13% FLOW TRADERS U.S. LLC 3Y 7Y 0.13% Motiv8 Investments LLC 0.04%
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