AAS
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Avantax Advisory Services’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.68M Buy
52,008
+40,314
+345% +$1.24M 0.01% 888
2025
Q1 		$343K Sell
11,694
-1,359
-10% -$41.1K ﹤0.01% 1740
2024
Q4 		$391K Sell
13,053
-1,633
-11% -$51.1K ﹤0.01% 1607
2024
Q3 		$472K Sell
14,686
-3,842
-21% -$114K ﹤0.01% 1446
2024
Q2 		$507K Sell
18,528
-3,110
-14% -$84.7K ﹤0.01% 1354
2024
Q1 		$620K Sell
21,638
-710
-3% -$20.5K 0.01% 945
2023
Q4 		$666K Sell
22,348
-3,803
-15% -$103K 0.01% 864
2023
Q3 		$677K Sell
26,151
-627
-2% -$17.9K 0.01% 819
2023
Q2 		$782K Sell
26,778
-2,814
-10% -$81.6K 0.01% 774
2023
Q1 		$877K Buy
29,592
+28
+0.1% +$846 0.01% 694
2022
Q4 		$858K Buy
29,564
+4,885
+20% +$141K 0.01% 680
2022
Q3 		$707K Buy
24,679
+1,940
+9% +$66.6K 0.01% 654
2022
Q2 		$783K Buy
22,739
+1,321
+6% +$48.5K 0.01% 625
2022
Q1 		$843K Buy
21,418
+353
+2% +$13.3K 0.01% 601
2021
Q4 		$912K Buy
21,065
+1,837
+10% +$74.7K 0.01% 548
2021
Q3 		$749K Buy
19,228
+1,317
+7% +$54.1K 0.01% 574
2021
Q2 		$722K Buy
17,911
+1,473
+9% +$57K 0.01% 564
2021
Q1 		$592K Buy
16,438
+88
+0.5% +$3.13K 0.01% 572
2020
Q4 		$585K Sell
16,350
-16,410
-50% -$583K 0.01% 506
2020
Q3 		$1.16M Buy
32,760
+25,032
+324% +$907K 0.02% 503
2020
Q2 		$275K Buy
+7,728
New +$261K 0.01% 679

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's SRVR Position: Q2 2025 in Review

Avantax Advisory Services increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 345% in Q2 2025, buying an estimated $1.24M and bringing the position to 52,008 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #888.

Avantax Advisory Services first reported a position in SRVR in Q2 2020 and has held it in 21 quarters since. 116 funds tracked by Wall St. Rank hold SRVR as of Q2 2025.

  • Avantax Advisory Services held 52,008 shares of Pacer Data & Infrastructure Real Estate ETF worth $1.68M as of Q2 2025.
  • Avantax Advisory Services bought 40,314 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2025, an estimated $1.24M.
  • Pacer Data & Infrastructure Real Estate ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #888 holding.
  • Avantax Advisory Services first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and has held it in 21 quarters since.
  • 116 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.