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Ellevest Inc’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-71
Closed -$3K – 1410
2021
Q1 		$3K Buy
+71
New +$2.53K ﹤0.01% 1011

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RJFSA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ellevest Inc's SRVR Position: Q2 2021 in Review

Ellevest Inc sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2021, closing a stake of 71 shares — an estimated $3K sold.

Ellevest Inc first reported a position in SRVR in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 148 funds tracked by Wall St. Rank hold SRVR as of Q2 2021.

  • Ellevest Inc reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Ellevest Inc sold 71 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2021, an estimated $3K.
  • Ellevest Inc first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 1 quarter.
  • Ellevest Inc's Pacer Data & Infrastructure Real Estate ETF position peaked at $3K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2021.

Based on Ellevest Inc's 13F filing for Q2 2021, filed 13 Jul 2021.