Commonwealth Equity Services
SRVR icon

Commonwealth Equity Services’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Commonwealth Equity Services’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 		$587K Buy
18,806
+561
+3% +$17.7K ﹤0.01% 3081
2025
Q4 		$523K Sell
18,245
-963
-5% -$29K ﹤0.01% 3147
2025
Q3 		$609K Sell
19,208
-54,358
-74% -$1.73M ﹤0.01% 3014
2025
Q2 		$2.38M Sell
73,566
-1,386
-2% -$42.5K ﹤0.01% 1855
2025
Q1 		$2.2M Sell
74,952
-622
-0.8% -$18.8K ﹤0.01% 1846
2024
Q4 		$2.27M Buy
75,574
+5,613
+8% +$176K ﹤0.01% 1779
2024
Q3 		$2.25M Sell
69,961
-591
-0.8% -$17.6K ﹤0.01% 1731
2024
Q2 		$1.93M Sell
70,552
-3,116
-4% -$84.8K ﹤0.01% 1815
2024
Q1 		$2.11M Sell
73,668
-37,384
-34% -$1.08M ﹤0.01% 1750
2023
Q4 		$3.31M Sell
111,052
-5,427
-5% -$148K 0.01% 1366
2023
Q3 		$3.02M Sell
116,479
-6,998
-6% -$200K 0.01% 1333
2023
Q2 		$3.61M Sell
123,477
-99,237
-45% -$2.88M 0.01% 1236
2023
Q1 		$6.6K Buy
222,714
+5,272
+2% +$159K 0.01% 870
2022
Q4 		$6.31M Buy
217,442
+2,806
+1% +$81.2K 0.02% 855
2022
Q3 		$6.14M Sell
214,636
-10,470
-5% -$359K 0.02% 794
2022
Q2 		$7.75M Sell
225,106
-8,300
-4% -$305K 0.02% 694
2022
Q1 		$9.11M Sell
233,406
-6,539
-3% -$245K 0.02% 656
2021
Q4 		$10.4M Buy
239,945
+33,804
+16% +$1.37M 0.02% 590
2021
Q3 		$8.02M Buy
206,141
+5,136
+3% +$211K 0.02% 651
2021
Q2 		$8.11M Buy
201,005
+11,050
+6% +$427K 0.02% 640
2021
Q1 		$6.88M Buy
189,955
+8,250
+5% +$293K 0.02% 641
2020
Q4 		$6.51M Buy
181,705
+91,373
+101% +$3.25M 0.02% 624
2020
Q3 		$3.19M Buy
90,332
+13,011
+17% +$471K 0.01% 848
2020
Q2 		$2.75M Buy
77,321
+69,347
+870% +$2.34M 0.01% 862
2020
Q1 		$244K Buy
7,974
+1,431
+22% +$47K ﹤0.01% 2218
2019
Q4 		$213K Buy
+6,543
New +$207K ﹤0.01% 2573

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 $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services's SRVR Position: Q1 2026 in Review

Commonwealth Equity Services increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 3.1% in Q1 2026, buying an estimated $17.7K and bringing the position to 18,806 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

Commonwealth Equity Services first reported a position in SRVR in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.4M in Q4 2021. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Commonwealth Equity Services held 18,806 shares of Pacer Data & Infrastructure Real Estate ETF worth $587K as of Q1 2026.
  • Commonwealth Equity Services bought 561 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $17.7K.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3081 holding.
  • Commonwealth Equity Services first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • Commonwealth Equity Services's Pacer Data & Infrastructure Real Estate ETF position peaked at $10.4M in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.