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Catherine Avery Investment Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Catherine Avery Investment 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
2026
Q2 		$7.02K Buy
+221
New +$7.53K ﹤0.01% 128

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Catherine Avery Investment Management's SRVR Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2026: 221 shares worth $7.02K. The stake represents ﹤0.01% of the portfolio and ranks #128 among its holdings.

111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

  • Catherine Avery Investment Management held 221 shares of Pacer Data & Infrastructure Real Estate ETF worth $7.02K as of Q2 2026.
  • Pacer Data & Infrastructure Real Estate ETF was a new Catherine Avery Investment Management position in Q2 2026.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #128 holding.
  • 111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.