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

Commonwealth Financial 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
2023
Q4 		– Sell
-37,865
Closed -$980K – 206
2023
Q3 		$980K Buy
+37,865
New +$1.08M 0.29% 64

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return
Franklin Resources
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

Commonwealth Financial Services's SRVR Position: Q4 2023 in Review

Commonwealth Financial Services sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2023, closing a stake of 37,865 shares — an estimated $980K sold.

Commonwealth Financial Services first reported a position in SRVR in Q3 2023 and held it in 1 quarter. The position peaked at $980K in Q3 2023. 122 funds tracked by Wall St. Rank hold SRVR as of Q4 2023.

  • Commonwealth Financial Services reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Financial Services sold 37,865 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2023, an estimated $980K.
  • Commonwealth Financial Services first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Commonwealth Financial Services's Pacer Data & Infrastructure Real Estate ETF position peaked at $980K in Q3 2023.
  • 122 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2023.

Based on Commonwealth Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.