Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Carson Wealth (CWM LLC)’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 		$34.8K Sell
1,115
-135
-11% -$4.25K ﹤0.01% 4060
2025
Q4 		$36K Buy
1,250
+124
+11% +$3.74K ﹤0.01% 3837
2025
Q3 		$36K Buy
1,126
+5
+0.4% +$159 ﹤0.01% 3772
2025
Q2 		$36K Buy
1,121
+4
+0.4% +$123 ﹤0.01% 3519
2025
Q1 		$33K Buy
1,117
+5
+0.4% +$151 ﹤0.01% 3319
2024
Q4 		$33K Sell
1,112
-152
-12% -$4.76K ﹤0.01% 3109
2024
Q3 		$41K Buy
1,264
+11
+0.9% +$327 ﹤0.01% 2854
2024
Q2 		$34K Hold
1,253
– – ﹤0.01% 2756
2024
Q1 		$36K Hold
1,253
– – ﹤0.01% 2524
2023
Q4 		$37K Sell
1,253
-616
-33% -$16.7K ﹤0.01% 2365
2023
Q3 		$48K Buy
1,869
+378
+25% +$10.8K ﹤0.01% 2093
2023
Q2 		$44K Sell
1,491
-444
-23% -$12.9K ﹤0.01% 2082
2023
Q1 		$57K Buy
1,935
+1,835
+1,835% +$55.5K ﹤0.01% 1789
2022
Q4 		$3K Sell
100
-577
-85% -$16.7K ﹤0.01% 3452
2022
Q3 		$19K Sell
677
-331
-33% -$11.4K ﹤0.01% 2266
2022
Q2 		$35K Sell
1,008
-354
-26% -$13K ﹤0.01% 1806
2022
Q1 		$53K Buy
1,362
+329
+32% +$12.3K ﹤0.01% 1591
2021
Q4 		$45K Buy
+1,033
New +$42K ﹤0.01% 1615
2021
Q2 		$42K Hold
1,031
– – ﹤0.01% 1473
2021
Q1 		$42K Hold
1,031
– – ﹤0.01% 1473
2020
Q4 		$42K Hold
1,031
– – ﹤0.01% 1473
2020
Q3 		$42K Hold
1,031
– – ﹤0.01% 1473
2020
Q2 		$42K Hold
1,031
– – ﹤0.01% 1473
2020
Q1 		$42K Hold
1,031
– – ﹤0.01% 1473
2019
Q4 		$42K Hold
1,031
– – ﹤0.01% 1473
2019
Q3 		$42K Hold
1,031
– – ﹤0.01% 1473
2019
Q2 		$42K Hold
1,031
– – ﹤0.01% 1473
2019
Q1 		$42K Buy
+1,031
New +$26.9K ﹤0.01% 1473

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 $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SRVR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 11% in Q1 2026, selling an estimated $4.25K and leaving 1,115 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4060.

Carson Wealth (CWM LLC) first reported a position in SRVR in Q1 2019 and has held it in 28 quarters since. The position peaked at $57K in Q1 2023. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,115 shares of Pacer Data & Infrastructure Real Estate ETF worth $34.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 135 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $4.25K.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4060 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Pacer Data & Infrastructure Real Estate ETF position peaked at $57K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.