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Concord Wealth Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Concord Wealth Partners’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 		– Sell
-18
Closed -$516 – 709
2025
Q4 		$516 Hold
18
– – ﹤0.01% 758
2025
Q3 		$570 Hold
18
– – ﹤0.01% 762
2025
Q2 		$582 Hold
18
– – ﹤0.01% 782
2025
Q1 		$528 Hold
18
– – ﹤0.01% 757
2024
Q4 		$540 Hold
18
– – ﹤0.01% 858
2024
Q3 		$579 Sell
18
-2
-10% -$60 ﹤0.01% 887
2024
Q2 		$547 Hold
20
– – ﹤0.01% 756
2024
Q1 		$573 Hold
20
– – ﹤0.01% 809
2023
Q4 		$596 Sell
20
-19
-49% -$517 ﹤0.01% 774
2023
Q3 		$1.01K Sell
39
-10
-20% -$286 ﹤0.01% 942
2023
Q2 		$1.43K Sell
49
-4
-8% -$116 ﹤0.01% 907
2023
Q1 		$1.57K Sell
53
-208
-80% -$6.29K ﹤0.01% 848
2022
Q4 		$7.57K Buy
+261
New +$7.56K ﹤0.01% 678
2022
Q3 		– Sell
-53
Closed -$2K – 1013
2022
Q2 		$2K Hold
53
– – ﹤0.01% 1068
2022
Q1 		$2K Sell
53
-142
-73% -$5.33K ﹤0.01% 1138
2021
Q4 		$8K Buy
195
+161
+474% +$6.54K ﹤0.01% 842
2021
Q3 		$1K Sell
34
-26
-43% -$1.07K ﹤0.01% 866
2021
Q2 		$2K Sell
60
-48
-44% -$1.86K ﹤0.01% 916
2021
Q1 		$4K Buy
108
+84
+350% +$2.99K ﹤0.01% 733
2020
Q4 		$1K Buy
+24
New +$852 ﹤0.01% 658

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

Concord Wealth Partners's SRVR Position: Q1 2026 in Review

Concord Wealth Partners sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 18 shares — an estimated $516 sold.

Concord Wealth Partners first reported a position in SRVR in Q4 2020 and held it in 20 quarters. The position peaked at $8K in Q4 2021. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Concord Wealth Partners reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 18 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $516.
  • Concord Wealth Partners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Pacer Data & Infrastructure Real Estate ETF position peaked at $8K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.