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Bernard Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Bernard Wealth Management’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
-2
Closed -$58 – 375
2025
Q4 		$58 Hold
2
– – ﹤0.01% 345
2025
Q3 		$64 Buy
+2
New +$64 ﹤0.01% 331

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 $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 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

Bernard Wealth Management's SRVR Position: Q1 2026 in Review

Bernard Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 2 shares — an estimated $58 sold.

Bernard Wealth Management first reported a position in SRVR in Q3 2025 and held it in 2 quarters. The position peaked at $64 in Q3 2025. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Bernard Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 2 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $58.
  • Bernard Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2025 and held it in 2 quarters.
  • Bernard Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $64 in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.