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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
Q3 		$6.26K Hold
221
– – 0.01% 135
2026
Q2 		$7.02K Buy
+221
New +$7.53K ﹤0.01% 128

Other funds holding SRVR

RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Catherine Avery Investment Management's SRVR Position: Q3 2026 in Review

Catherine Avery Investment Management held its Pacer Data & Infrastructure Real Estate ETF (SRVR) position steady in Q3 2026 at 221 shares worth $6.26K. The position accounts for 0.01% of the portfolio, ranked #135.

Catherine Avery Investment Management first reported a position in SRVR in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.02K in Q2 2026. 13 funds tracked by Wall St. Rank hold SRVR as of Q3 2026.

  • Catherine Avery Investment Management held 221 shares of Pacer Data & Infrastructure Real Estate ETF worth $6.26K as of Q3 2026.
  • Catherine Avery Investment Management left its Pacer Data & Infrastructure Real Estate ETF share count unchanged in Q3 2026.
  • Pacer Data & Infrastructure Real Estate ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q3 2026, its #135 holding.
  • Catherine Avery Investment Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2026 and has held it in 2 quarters since.
  • Catherine Avery Investment Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $7.02K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.