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Creative Financial Designs’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Creative Financial Designs’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
Q4 		– Sell
-75,586
Closed -$2.43M – 1841
2024
Q3 		$2.43M Buy
75,586
+592
+0.8% +$17.6K 0.2% 101
2024
Q2 		$2.05M Buy
74,994
+3,434
+5% +$93.5K 0.18% 109
2024
Q1 		$2.05M Buy
71,560
+3,843
+6% +$111K 0.19% 103
2023
Q4 		$2.02M Buy
67,717
+1,794
+3% +$48.8K 0.21% 100
2023
Q3 		$1.71M Buy
65,923
+7,980
+14% +$228K 0.2% 99
2023
Q2 		$1.69M Buy
57,943
+9,591
+20% +$278K 0.2% 100
2023
Q1 		$1.43M Buy
48,352
+5,352
+12% +$162K 0.19% 110
2022
Q4 		$1.25M Sell
43,000
-153
-0.4% -$4.43K 0.18% 107
2022
Q3 		$1.24M Sell
43,153
-283
-0.7% -$9.71K 0.2% 97
2022
Q2 		$1.5M Buy
43,436
+1,446
+3% +$53.1K 0.25% 84
2022
Q1 		$1.64M Sell
41,990
-12,316
-23% -$462K 0.25% 88
2021
Q4 		$2.35M Buy
54,306
+2,428
+5% +$98.7K 0.35% 65
2021
Q3 		$2.02M Buy
51,878
+6,173
+14% +$253K 0.33% 68
2021
Q2 		$1.84M Buy
45,705
+1,494
+3% +$57.8K 0.32% 69
2021
Q1 		$1.6M Buy
44,211
+2,805
+7% +$99.8K 0.31% 70
2020
Q4 		$1.48M Sell
41,406
-5,709
-12% -$203K 0.32% 67
2020
Q3 		$1.67M Buy
47,115
+5,773
+14% +$209K 0.41% 53
2020
Q2 		$1.47M Buy
+41,342
New +$1.39M 0.45% 44

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Financial Designs's SRVR Position: Q4 2024 in Review

Creative Financial Designs sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2024, closing a stake of 75,586 shares — an estimated $2.43M sold.

Creative Financial Designs first reported a position in SRVR in Q2 2020 and held it in 18 quarters. The position peaked at $2.43M in Q3 2024. 106 funds tracked by Wall St. Rank hold SRVR as of Q4 2024.

  • Creative Financial Designs reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Financial Designs sold 75,586 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2024, an estimated $2.43M.
  • Creative Financial Designs first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and held it in 18 quarters.
  • Creative Financial Designs's Pacer Data & Infrastructure Real Estate ETF position peaked at $2.43M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.