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Coppell Advisory Solutions’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Coppell Advisory Solutions’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
2024
Q3 		– Sell
-120
Closed -$3.28K – 1958
2024
Q2 		$3.28K Buy
+120
New +$3.27K ﹤0.01% 1288

Other funds holding SRVR

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions's SRVR Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2024, closing a stake of 120 shares — an estimated $3.28K sold.

Coppell Advisory Solutions first reported a position in SRVR in Q2 2024 and held it in 1 quarter. The position peaked at $3.28K in Q2 2024. 108 funds tracked by Wall St. Rank hold SRVR as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 120 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2024, an estimated $3.28K.
  • Coppell Advisory Solutions first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Pacer Data & Infrastructure Real Estate ETF position peaked at $3.28K in Q2 2024.
  • 108 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.