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Blue Trust Inc’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Blue Trust Inc’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
-25
Closed -$716 – 2669
2025
Q4 		$716 Hold
25
– – ﹤0.01% 2340
2025
Q3 		$792 Sell
25
-100
-80% -$3.18K ﹤0.01% 2361
2025
Q2 		$4.04K Buy
125
+100
+400% +$3.07K ﹤0.01% 2033
2025
Q1 		$734 Buy
+25
New +$757 ﹤0.01% 2322
2023
Q2 		– Sell
-120
Closed -$3K – 2498
2023
Q1 		$3K Buy
120
+28
+30% +$846 ﹤0.01% 1951
2022
Q4 		$3K Buy
92
+6
+7% +$174 ﹤0.01% 1870
2022
Q3 		$3K Sell
86
-8
-9% -$275 ﹤0.01% 1721
2022
Q2 		$4K Buy
+94
New +$3.45K ﹤0.01% 1524

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

Blue Trust Inc's SRVR Position: Q1 2026 in Review

Blue Trust Inc sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 25 shares — an estimated $716 sold.

Blue Trust Inc first reported a position in SRVR in Q2 2022 and held it in 8 quarters. The position peaked at $4.04K in Q2 2025. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Blue Trust Inc reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 25 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $716.
  • Blue Trust Inc first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2022 and held it in 8 quarters.
  • Blue Trust Inc's Pacer Data & Infrastructure Real Estate ETF position peaked at $4.04K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.