Clay Northam Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Clay Northam Wealth 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
2025 Q3	–	Sell	-6,220	Closed	-$201K	–	102
2025 Q2	$201K	Buy	+6,220	New	+$191K	0.13%	88
2024 Q4	–	Sell	-6,935	Closed	-$223K	–	98
2024 Q3	$223K	Buy	+6,935	New	+$206K	0.15%	83
2024 Q1	–	Sell	-6,935	Closed	-$207K	–	91
2023 Q4	$207K	Buy	+6,935	New	+$189K	0.18%	76
2023 Q3	–	Sell	-6,935	Closed	-$203K	–	81
2023 Q2	$203K	Hold	6,935	–	–	0.19%	75
2023 Q1	$206K	Sell	6,935 -575	-8%	-$17.4K	0.21%	77
2022 Q4	$218K	Sell	7,510 -400	-5%	-$11.6K	0.25%	67
2022 Q3	$226K	Hold	7,910	–	–	0.28%	66
2022 Q2	$272K	Hold	7,910	–	–	0.34%	58
2022 Q1	$309K	Buy	7,910 +2,580	+48%	+$96.8K	0.31%	58
2021 Q4	$231K	Buy	+5,330	New	+$217K	0.22%	80

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clay Northam Wealth Management's SRVR Position: Q3 2025 in Review

Clay Northam Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2025, closing a stake of 6,220 shares — an estimated $201K sold.

Clay Northam Wealth Management first reported a position in SRVR in Q4 2021 and held it in 10 quarters. The position peaked at $309K in Q1 2022. 107 funds tracked by Wall St. Rank hold SRVR as of Q3 2025.

Clay Northam Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Clay Northam Wealth Management sold 6,220 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2025, an estimated $201K.
Clay Northam Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 10 quarters.
Clay Northam Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $309K in Q1 2022.
107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2025.

Based on Clay Northam Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.