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Elevatus Welath Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Elevatus Welath Management’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
Q1 		– Sell
-176,095
Closed -$5.25M – 107
2023
Q4 		$5.25M Buy
+176,095
New +$4.79M 2.39% 13

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Elevatus Welath Management's SRVR Position: Q1 2024 in Review

Elevatus Welath Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2024, closing a stake of 176,095 shares — an estimated $5.25M sold.

Elevatus Welath Management first reported a position in SRVR in Q4 2023 and held it in 1 quarter. The position peaked at $5.25M in Q4 2023. 107 funds tracked by Wall St. Rank hold SRVR as of Q1 2024.

  • Elevatus Welath Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Elevatus Welath Management sold 176,095 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2024, an estimated $5.25M.
  • Elevatus Welath Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Elevatus Welath Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $5.25M in Q4 2023.
  • 107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2024.

Based on Elevatus Welath Management's 13F filing for Q1 2024, filed 10 May 2024.