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

Atlas Private 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
2021 Q4	–	Sell	-608	Closed	-$24K	–	621
2021 Q3	$24K	Buy	608 +3	+0.5%	+$123	0.01%	325
2021 Q2	$24K	Hold	605	–	–	0.01%	341
2021 Q1	$22K	Sell	605 -1,179	-66%	-$41.9K	0.01%	359
2020 Q4	$64K	Buy	1,784 +6	+0.3%	+$213	0.04%	192
2020 Q3	$63K	Buy	1,778 +1,485	+507%	+$53.8K	0.05%	180
2020 Q2	$10K	Buy	+293	New	+$9.88K	0.01%	409

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Atlas Private Wealth Advisors's SRVR Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2021, closing a stake of 608 shares — an estimated $24K sold.

Atlas Private Wealth Advisors first reported a position in SRVR in Q2 2020 and held it in 6 quarters. The position peaked at $64K in Q4 2020. 174 funds tracked by Wall St. Rank hold SRVR as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 608 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2021, an estimated $24K.
Atlas Private Wealth Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $64K in Q4 2020.
174 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.