Carolinas Wealth Consulting’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Carolinas Wealth Consulting’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	-434	Closed	-$12K	–	1100
2022 Q3	$12K	Buy	434 +2	+0.5%	+$69	﹤0.01%	542
2022 Q2	$15K	Buy	432 +3	+0.7%	+$110	﹤0.01%	511
2022 Q1	$17K	Buy	429 +268	+166%	+$10.1K	﹤0.01%	519
2021 Q4	$7K	Hold	161	–	–	﹤0.01%	672
2021 Q3	$6K	Buy	161 +1	+0.6%	+$41	﹤0.01%	657
2021 Q2	$6K	Buy	160 +1	+0.6%	+$39	﹤0.01%	682
2021 Q1	$6K	Sell	159 -9,248	-98%	-$329K	﹤0.01%	685
2020 Q4	$337K	Buy	9,407 +2,188	+30%	+$77.7K	0.09%	109
2020 Q3	$255K	Sell	7,219 -916	-11%	-$33.2K	0.09%	104
2020 Q2	$289K	Buy	+8,135	New	+$274K	0.11%	84

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

Carolinas Wealth Consulting's SRVR Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2022, closing a stake of 434 shares — an estimated $12K sold.

Carolinas Wealth Consulting first reported a position in SRVR in Q2 2020 and held it in 10 quarters. The position peaked at $337K in Q4 2020. 136 funds tracked by Wall St. Rank hold SRVR as of Q4 2022.

Carolinas Wealth Consulting reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 434 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2022, an estimated $12K.
Carolinas Wealth Consulting first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and held it in 10 quarters.
Carolinas Wealth Consulting's Pacer Data & Infrastructure Real Estate ETF position peaked at $337K in Q4 2020.
136 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.