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Delos Wealth Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Delos Wealth Advisors’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
2021
Q3 		– Sell
-20,270
Closed -$818K – 252
2021
Q2 		$818K Buy
+20,270
New +$784K 1.02% 32

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Delos Wealth Advisors's SRVR Position: Q3 2021 in Review

Delos Wealth Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2021, closing a stake of 20,270 shares — an estimated $818K sold.

Delos Wealth Advisors first reported a position in SRVR in Q2 2021 and held it in 1 quarter. The position peaked at $818K in Q2 2021. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2021.

  • Delos Wealth Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Delos Wealth Advisors sold 20,270 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2021, an estimated $818K.
  • Delos Wealth Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $818K in Q2 2021.
  • 142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2021.

Based on Delos Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.