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Advisor Group’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Advisor Group’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
2019
Q4 		$3.02M Buy
92,779
+24,995
+37% +$789K 0.02% 614
2019
Q3 		$2.18M Buy
67,784
+29,032
+75% +$902K 0.02% 726
2019
Q2 		$1.15M Buy
38,752
+33,983
+713% +$988K 0.01% 1044
2019
Q1 		$134K Buy
+4,769
New +$124K ﹤0.01% 2608

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Advisor Group's SRVR Position: Q4 2019 in Review

Advisor Group increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 37% in Q4 2019, buying an estimated $789K and bringing the position to 92,779 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #614.

Advisor Group first reported a position in SRVR in Q1 2019 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold SRVR as of Q4 2019.

  • Advisor Group held 92,779 shares of Pacer Data & Infrastructure Real Estate ETF worth $3.02M as of Q4 2019.
  • Advisor Group bought 24,995 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2019, an estimated $789K.
  • Pacer Data & Infrastructure Real Estate ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #614 holding.
  • Advisor Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2019 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.