Beacon Capital Management LLC (Tennessee)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-692	Closed	-$22.4K	–	889
2025 Q2	$22.4K	Buy	692 +3	+0.4%	+$92	﹤0.01%	485
2025 Q1	$20.2K	Buy	689 +2	+0.3%	+$61	﹤0.01%	477
2024 Q4	$20.6K	Buy	687 +3	+0.4%	+$94	﹤0.01%	468
2024 Q3	$22K	Hold	684	–	–	﹤0.01%	476
2024 Q2	$18.7K	Hold	684	–	–	﹤0.01%	461
2024 Q1	$19.6K	Hold	684	–	–	﹤0.01%	455
2023 Q4	$17.7K	Hold	684	–	–	0.01%	407
2023 Q3	$20K	Hold	684	–	–	0.01%	407
2023 Q2	$20K	Hold	684	–	–	0.01%	407
2023 Q1	$20.3K	Hold	684	–	–	0.01%	358
2022 Q4	$19.9K	Buy	+684	New	+$19.8K	0.01%	375
2022 Q3	–	Sell	-684	Closed	-$27K	–	958
2022 Q2	$27K	Hold	684	–	–	0.01%	339
2022 Q1	$27K	Buy	+684	New	+$25.7K	0.01%	339

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee)'s SRVR Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2025, closing a stake of 692 shares — an estimated $22.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SRVR in Q1 2022 and held it in 13 quarters. The position peaked at $27K in Q2 2022. 107 funds tracked by Wall St. Rank hold SRVR as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 692 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2025, an estimated $22.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2022 and held it in 13 quarters.
Beacon Capital Management LLC (Tennessee)'s Pacer Data & Infrastructure Real Estate ETF position peaked at $27K in Q2 2022.
107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.