Advyzon Investment Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Advyzon Investment 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
2026 Q2	$472K	Buy	14,846 +4,676	+46%	+$159K	0.03%	499
2026 Q1	$318K	Buy	10,170 +2,218	+28%	+$69.8K	0.03%	517
2025 Q4	$228K	Buy	7,952 +1,418	+22%	+$42.8K	0.03%	525
2025 Q3	$207K	Buy	6,534 +214	+3%	+$6.81K	0.04%	447
2025 Q2	$204K	Buy	+6,320	New	+$194K	0.05%	365

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advyzon Investment Management's SRVR Position: Q2 2026 in Review

Advyzon Investment Management increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 46% in Q2 2026, buying an estimated $159K and bringing the position to 14,846 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #499.

Advyzon Investment Management first reported a position in SRVR in Q2 2025 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Advyzon Investment Management held 14,846 shares of Pacer Data & Infrastructure Real Estate ETF worth $472K as of Q2 2026.
Advyzon Investment Management bought 4,676 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $159K.
Pacer Data & Infrastructure Real Estate ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #499 holding.
Advyzon Investment Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.