Atria Wealth Solutions’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Atria Wealth Solutions’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
2024 Q3	–	Sell	-10,787	Closed	-$296K	–	2043
2024 Q2	$296K	Hold	10,787	–	–	﹤0.01%	1514
2024 Q1	$309K	Sell	10,787 -813	-7%	-$23.4K	﹤0.01%	1538
2023 Q4	$346K	Sell	11,600 -2,399	-17%	-$65.2K	﹤0.01%	1406
2023 Q3	$362K	Sell	13,999 -11,243	-45%	-$321K	0.01%	1294
2023 Q2	$737K	Sell	25,242 -1,055	-4%	-$30.6K	0.01%	982
2023 Q1	$780K	Sell	26,297 -3,950	-13%	-$119K	0.01%	910
2022 Q4	$878K	Sell	30,247 -21,647	-42%	-$627K	0.01%	809
2022 Q3	$1.49M	Buy	51,894 +6,236	+14%	+$214K	0.03%	588
2022 Q2	$1.57M	Buy	45,658 +23,966	+110%	+$880K	0.03%	527
2022 Q1	$847K	Buy	+21,692	New	+$814K	0.01%	800

Other funds holding SRVR

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Wealth Solutions's SRVR Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2024, closing a stake of 10,787 shares — an estimated $296K sold.

Atria Wealth Solutions first reported a position in SRVR in Q1 2022 and held it in 10 quarters. The position peaked at $1.57M in Q2 2022. 108 funds tracked by Wall St. Rank hold SRVR as of Q3 2024.

Atria Wealth Solutions reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 10,787 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2024, an estimated $296K.
Atria Wealth Solutions first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.57M in Q2 2022.
108 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.