Core Wealth Advisors (Florida)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Core Wealth Advisors (Florida)’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	-325	Closed	-$8.41K	–	289
2023 Q3	$8.41K	Hold	325	–	–	﹤0.01%	172
2023 Q2	$9.49K	Hold	325	–	–	﹤0.01%	161
2023 Q1	$9.64K	Hold	325	–	–	﹤0.01%	158
2022 Q4	$9.43K	Hold	325	–	–	﹤0.01%	168
2022 Q3	$9K	Hold	325	–	–	0.01%	148
2022 Q2	$11K	Hold	325	–	–	0.01%	138
2022 Q1	$13K	Hold	325	–	–	0.01%	135
2021 Q4	$14K	Hold	325	–	–	0.01%	144
2021 Q3	$13K	Hold	325	–	–	0.01%	129
2021 Q2	$13K	Hold	325	–	–	0.01%	120
2021 Q1	$12K	Hold	325	–	–	0.01%	109
2020 Q4	$12K	Hold	325	–	–	0.01%	111
2020 Q3	$11K	Hold	325	–	–	0.01%	98
2020 Q2	$12K	Hold	325	–	–	0.01%	87
2020 Q1	$10K	Hold	325	–	–	0.01%	89
2019 Q4	$11K	Buy	+325	New	+$10.3K	0.01%	87

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 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

Core Wealth Advisors (Florida)'s SRVR Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2023, closing a stake of 325 shares — an estimated $8.41K sold.

Core Wealth Advisors (Florida) first reported a position in SRVR in Q4 2019 and held it in 16 quarters. The position peaked at $14K in Q4 2021. 122 funds tracked by Wall St. Rank hold SRVR as of Q4 2023.

Core Wealth Advisors (Florida) reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 325 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2023, an estimated $8.41K.
Core Wealth Advisors (Florida) first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2019 and held it in 16 quarters.
Core Wealth Advisors (Florida)'s Pacer Data & Infrastructure Real Estate ETF position peaked at $14K in Q4 2021.
122 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.