CIBC Private Wealth Group’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

CIBC Private Wealth Group’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 Q3	–	Sell	-5,373	Closed	-$185K	–	1163
2022 Q2	$185K	Hold	5,373	–	–	﹤0.01%	889
2022 Q1	$210K	Sell	5,373 -27	-0.5%	-$1.01K	﹤0.01%	946
2021 Q4	$234K	Buy	+5,400	New	+$220K	﹤0.01%	940
2021 Q3	–	Sell	-5,257	Closed	-$212K	–	1017
2021 Q2	$212K	Buy	+5,257	New	+$203K	﹤0.01%	985

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

RJFSA

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

CIBC Private Wealth Group's SRVR Position: Q3 2022 in Review

CIBC Private Wealth Group sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2022, closing a stake of 5,373 shares — an estimated $185K sold.

CIBC Private Wealth Group first reported a position in SRVR in Q2 2021 and held it in 4 quarters. The position peaked at $234K in Q4 2021. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2022.

CIBC Private Wealth Group reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2022 after selling out during the quarter.
CIBC Private Wealth Group sold 5,373 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2022, an estimated $185K.
CIBC Private Wealth Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2021 and held it in 4 quarters.
CIBC Private Wealth Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $234K in Q4 2021.
142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2022.

Based on CIBC Private Wealth Group's 13F filing for Q3 2022, filed 15 Nov 2022.