Caliber Wealth Management (Utah)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Caliber Wealth Management (Utah)’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
2022 Q4	–	Sell	-26,894	Closed	-$770K	–	96
2022 Q3	$770K	Buy	26,894 +752	+3%	+$25.8K	0.61%	53
2022 Q2	$900K	Buy	26,142 +555	+2%	+$20.4K	0.7%	48
2022 Q1	$999K	Sell	25,587 -4,818	-16%	-$181K	0.64%	52
2021 Q4	$1.17M	Buy	30,405 +2,172	+8%	+$88.3K	0.81%	51
2021 Q3	$1.1M	Buy	28,233 +1,349	+5%	+$55.4K	0.78%	57
2021 Q2	$1.08M	Buy	26,884 +4,944	+23%	+$191K	0.77%	54
2021 Q1	$794K	Buy	21,940 +399	+2%	+$14.2K	0.58%	57
2020 Q4	$772K	Buy	+21,541	New	+$765K	0.76%	53

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Caliber Wealth Management (Utah)'s SRVR Position: Q4 2022 in Review

Caliber Wealth Management (Utah) sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2022, closing a stake of 26,894 shares — an estimated $770K sold.

Caliber Wealth Management (Utah) first reported a position in SRVR in Q4 2020 and held it in 8 quarters. The position peaked at $1.17M in Q4 2021. 136 funds tracked by Wall St. Rank hold SRVR as of Q4 2022.

Caliber Wealth Management (Utah) reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 26,894 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2022, an estimated $770K.
Caliber Wealth Management (Utah) first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2020 and held it in 8 quarters.
Caliber Wealth Management (Utah)'s Pacer Data & Infrastructure Real Estate ETF position peaked at $1.17M in Q4 2021.
136 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2022, filed 24 Jan 2023.