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Abich Financial Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Abich Financial Wealth Management’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-270
Closed -$8.05K – 618
2023
Q4 		$8.05K Buy
+270
New +$7.34K 0.01% 222

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Abich Financial Wealth Management's SRVR Position: Q1 2024 in Review

Abich Financial Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2024, closing a stake of 270 shares — an estimated $8.05K sold.

Abich Financial Wealth Management first reported a position in SRVR in Q4 2023 and held it in 1 quarter. The position peaked at $8.05K in Q4 2023. 107 funds tracked by Wall St. Rank hold SRVR as of Q1 2024.

  • Abich Financial Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 270 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2024, an estimated $8.05K.
  • Abich Financial Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Abich Financial Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $8.05K in Q4 2023.
  • 107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2024.

Based on Abich Financial Wealth Management's 13F filing for Q1 2024, filed 21 Jun 2024.