Acorn Financial Advisory Services’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Acorn Financial Advisory Services’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
2026 Q2	$1.01M	Sell	31,885 -277	-0.9%	-$9.43K	0.13%	80
2026 Q1	$1M	Sell	32,162 -2,214	-6%	-$69.7K	0.14%	75
2025 Q4	$985K	Sell	34,376 -1,916	-5%	-$57.8K	0.15%	73
2025 Q3	$1.15M	Sell	36,292 -704	-2%	-$22.4K	0.18%	62
2025 Q2	$1.2M	Sell	36,996 -2,158	-6%	-$66.2K	0.2%	59
2025 Q1	$1.15M	Sell	39,154 -5,250	-12%	-$159K	0.21%	60
2024 Q4	$1.33M	Sell	44,404 -1,970	-4%	-$61.7K	0.22%	50
2024 Q3	$1.49M	Buy	46,374 +207	+0.4%	+$6.16K	0.26%	43
2024 Q2	$1.26M	Buy	46,167 +1,643	+4%	+$44.7K	0.24%	48
2024 Q1	$1.28M	Buy	44,524 +4,155	+10%	+$120K	0.24%	55
2023 Q4	$1.2M	Buy	40,369 +13,395	+50%	+$364K	0.21%	73
2023 Q3	$695K	Buy	26,974 +2,333	+9%	+$66.6K	0.12%	113
2023 Q2	$720K	Sell	24,641 -796	-3%	-$23.1K	0.13%	107
2023 Q1	$754K	Buy	25,437 +98	+0.4%	+$2.96K	0.15%	100
2022 Q4	$735K	Sell	25,339 -163	-0.6%	-$4.72K	0.16%	92
2022 Q3	$731K	Buy	25,502 +40	+0.2%	+$1.37K	0.17%	87
2022 Q2	$878K	Buy	25,462 +925	+4%	+$34K	0.21%	70
2022 Q1	$955K	Buy	24,537 +3,044	+14%	+$114K	0.19%	83
2021 Q4	$932K	Buy	21,493 +174	+0.8%	+$7.07K	0.19%	89
2021 Q3	$828K	Buy	21,319 +212	+1%	+$8.7K	0.26%	86
2021 Q2	$850K	Sell	21,107 -750	-3%	-$29K	0.25%	101
2021 Q1	$798K	Buy	21,857 +2,325	+12%	+$82.7K	0.29%	88
2020 Q4	$701K	Buy	19,532 +1,691	+9%	+$60.1K	0.28%	99
2020 Q3	$631K	Buy	17,841 +1,933	+12%	+$70K	0.33%	90
2020 Q2	$566K	Buy	15,908 +516	+3%	+$17.4K	0.39%	89
2020 Q1	$472K	Buy	15,392 +3,471	+29%	+$114K	0.47%	77
2019 Q4	$386K	Buy	+11,921	New	+$376K	0.32%	106

Other funds holding SRVR

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Acorn Financial Advisory Services's SRVR Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 0.86% in Q2 2026, selling an estimated $9.43K and leaving 31,885 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #80.

Acorn Financial Advisory Services first reported a position in SRVR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.49M in Q3 2024. 57 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Acorn Financial Advisory Services held 31,885 shares of Pacer Data & Infrastructure Real Estate ETF worth $1.01M as of Q2 2026.
Acorn Financial Advisory Services sold 277 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $9.43K.
Pacer Data & Infrastructure Real Estate ETF made up 0.13% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #80 holding.
Acorn Financial Advisory Services first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.49M in Q3 2024.
57 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.