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Amplius Wealth Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-877
Closed -$37K – 790
2021
Q4 		$37K Buy
+877
New +$35.6K 0.01% 381

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amplius Wealth Advisors's SRVR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2022, closing a stake of 877 shares — an estimated $37K sold.

Amplius Wealth Advisors first reported a position in SRVR in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 171 funds tracked by Wall St. Rank hold SRVR as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 877 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2022, an estimated $37K.
  • Amplius Wealth Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $37K in Q4 2021.
  • 171 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.