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Fiduciary Alliance’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-36
Closed -$1.05K – 842
2023
Q2 		$1.05K Buy
+36
New +$1.04K ﹤0.01% 854
2023
Q1 		– Sell
-36
Closed -$1.04K – 771
2022
Q4 		$1.04K Buy
+36
New +$1.04K ﹤0.01% 775

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fiduciary Alliance's SRVR Position: Q3 2023 in Review

Fiduciary Alliance sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2023, closing a stake of 36 shares — an estimated $1.05K sold.

Fiduciary Alliance first reported a position in SRVR in Q4 2022 and held it in 2 quarters. The position peaked at $1.05K in Q2 2023. 113 funds tracked by Wall St. Rank hold SRVR as of Q3 2023.

  • Fiduciary Alliance reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 36 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2023, an estimated $1.05K.
  • Fiduciary Alliance first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.05K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.