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

BKM 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
2024
Q4 		– Sell
-20,128
Closed -$647K – 166
2024
Q3 		$647K Sell
20,128
-993
-5% -$29.6K 0.26% 94
2024
Q2 		$577K Buy
21,121
+1,030
+5% +$28K 0.28% 96
2024
Q1 		$576K Sell
20,091
-1,501
-7% -$43.3K 0.25% 97
2023
Q4 		$644K Buy
+21,592
New +$587K 0.27% 89

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
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
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BKM Wealth Management's SRVR Position: Q4 2024 in Review

BKM Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2024, closing a stake of 20,128 shares — an estimated $647K sold.

BKM Wealth Management first reported a position in SRVR in Q4 2023 and held it in 4 quarters. The position peaked at $647K in Q3 2024. 106 funds tracked by Wall St. Rank hold SRVR as of Q4 2024.

  • BKM Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • BKM Wealth Management sold 20,128 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2024, an estimated $647K.
  • BKM Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2023 and held it in 4 quarters.
  • BKM Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $647K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2024.

Based on BKM Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.