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

Creative Planning’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
Q1 		– Sell
-1,405
Closed -$40.8K – 2774
2022
Q4 		$40.8K Buy
+1,405
New +$40.7K ﹤0.01% 2248

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning's SRVR Position: Q1 2023 in Review

Creative Planning sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2023, closing a stake of 1,405 shares — an estimated $40.8K sold.

Creative Planning first reported a position in SRVR in Q4 2022 and held it in 1 quarter. The position peaked at $40.8K in Q4 2022. 123 funds tracked by Wall St. Rank hold SRVR as of Q1 2023.

  • Creative Planning reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 1,405 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2023, an estimated $40.8K.
  • Creative Planning first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Creative Planning's Pacer Data & Infrastructure Real Estate ETF position peaked at $40.8K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.