Bank of Montreal
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Bank of Montreal’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Bank of Montreal’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
Q1 		– Sell
-3,515
Closed -$103K – 4011
2025
Q4 		$103K Buy
+3,515
New +$106K ﹤0.01% 3039
2025
Q1 		– Sell
-8
Closed -$240 – 3730
2024
Q4 		$240 Hold
8
– – ﹤0.01% 3481
2024
Q3 		$256 Sell
8
-794
-99% -$23.6K ﹤0.01% 3802
2024
Q2 		$22.1K Buy
802
+8
+1% +$218 ﹤0.01% 3572
2024
Q1 		$22.8K Buy
+794
New +$22.9K ﹤0.01% 3599
2023
Q3 		– Sell
-136,528
Closed -$4.02M – 4207
2023
Q2 		$4.02M Buy
+136,528
New +$3.96M ﹤0.01% 1438
2022
Q2 		– Sell
-1,000
Closed -$39K – 4430
2022
Q1 		$39K Hold
1,000
– – ﹤0.01% 3825
2021
Q4 		$43K Buy
+1,000
New +$40.6K ﹤0.01% 3263

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of Montreal's SRVR Position: Q1 2026 in Review

Bank of Montreal sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 3,515 shares — an estimated $103K sold.

Bank of Montreal first reported a position in SRVR in Q4 2021 and held it in 8 quarters. The position peaked at $4.02M in Q2 2023. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Bank of Montreal reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 3,515 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $103K.
  • Bank of Montreal first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 8 quarters.
  • Bank of Montreal's Pacer Data & Infrastructure Real Estate ETF position peaked at $4.02M in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.