Destiny Wealth Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Destiny Wealth Partners’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
2022 Q4	–	Sell	-1,137	Closed	-$33K	–	708
2022 Q3	$33K	Hold	1,137	–	–	0.01%	313
2022 Q2	$39K	Sell	1,137 -8,297	-88%	-$305K	0.01%	300
2022 Q1	$368K	Sell	9,434 -3,725	-28%	-$140K	0.07%	113
2021 Q4	$570K	Hold	13,159	–	–	0.11%	104
2021 Q3	$512K	Sell	13,159 -1,799	-12%	-$73.9K	0.1%	106
2021 Q2	$603K	Buy	14,958 +1,637	+12%	+$63.3K	0.12%	111
2021 Q1	$482K	Sell	13,321 -7,587	-36%	-$270K	0.1%	102
2020 Q4	$750K	Buy	+20,908	New	+$743K	0.16%	85

Other funds holding SRVR

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Destiny Wealth Partners's SRVR Position: Q4 2022 in Review

Destiny Wealth Partners sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2022, closing a stake of 1,137 shares — an estimated $33K sold.

Destiny Wealth Partners first reported a position in SRVR in Q4 2020 and held it in 8 quarters. The position peaked at $750K in Q4 2020. 136 funds tracked by Wall St. Rank hold SRVR as of Q4 2022.

Destiny Wealth Partners reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Destiny Wealth Partners sold 1,137 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2022, an estimated $33K.
Destiny Wealth Partners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Pacer Data & Infrastructure Real Estate ETF position peaked at $750K in Q4 2020.
136 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.