Aptus Capital Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Aptus Capital 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
2026 Q2	$21.3K	Hold	669	–	–	﹤0.01%	1513
2026 Q1	$20.9K	Hold	669	–	–	﹤0.01%	1397
2025 Q4	$19.2K	Hold	669	–	–	﹤0.01%	1422
2025 Q3	$21.2K	Hold	669	–	–	﹤0.01%	1339
2025 Q2	$21.6K	Hold	669	–	–	﹤0.01%	1271
2025 Q1	$19.6K	Hold	669	–	–	﹤0.01%	1206
2024 Q4	$20.1K	Buy	669 +6	+0.9%	+$188	﹤0.01%	1215
2024 Q3	$21.3K	Hold	663	–	–	﹤0.01%	1031
2024 Q2	$18.1K	Sell	663 -41	-6%	-$1.12K	﹤0.01%	981
2024 Q1	$20.2K	Buy	704 +41	+6%	+$1.18K	﹤0.01%	967
2023 Q4	$19.8K	Sell	663 -202	-23%	-$5.49K	﹤0.01%	746
2023 Q3	$22.4K	Sell	865 -35	-4%	-$1K	﹤0.01%	742
2023 Q2	$26.3K	Hold	900	–	–	﹤0.01%	638
2023 Q1	$26.7K	Buy	900 +202	+29%	+$6.11K	﹤0.01%	611
2022 Q4	$20.3K	Hold	698	–	–	﹤0.01%	649
2022 Q3	$20K	Hold	698	–	–	﹤0.01%	618
2022 Q2	$24K	Hold	698	–	–	﹤0.01%	525
2022 Q1	$27K	Buy	+698	New	+$26.2K	﹤0.01%	546

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

Aptus Capital Advisors's SRVR Position: Q2 2026 in Review

Aptus Capital Advisors held its Pacer Data & Infrastructure Real Estate ETF (SRVR) position steady in Q2 2026 at 669 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Aptus Capital Advisors first reported a position in SRVR in Q1 2022 and has held it in 18 quarters since. The position peaked at $27K in Q1 2022. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Aptus Capital Advisors held 669 shares of Pacer Data & Infrastructure Real Estate ETF worth $21.3K as of Q2 2026.
Aptus Capital Advisors left its Pacer Data & Infrastructure Real Estate ETF share count unchanged in Q2 2026.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1513 holding.
Aptus Capital Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2022 and has held it in 18 quarters since.
Aptus Capital Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $27K in Q1 2022.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.