Financial Advocates Investment Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Financial Advocates Investment 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
2022 Q2	–	Sell	-14,805	Closed	-$578K	–	786
2022 Q1	$578K	Sell	14,805 -1,895	-11%	-$71.1K	0.04%	410
2021 Q4	$723K	Buy	16,700 +248	+2%	+$10.1K	0.05%	400
2021 Q3	$640K	Sell	16,452 -1,486	-8%	-$61K	0.04%	422
2021 Q2	$724K	Sell	17,938 -11,996	-40%	-$464K	0.05%	387
2021 Q1	$1.08M	Sell	29,934 -6,910	-19%	-$246K	0.08%	301
2020 Q4	$1.32M	Buy	36,844 +124	+0.3%	+$4.4K	0.09%	249
2020 Q3	$1.3M	Buy	36,720 +1,250	+4%	+$45.3K	0.11%	201
2020 Q2	$1.26M	Buy	35,470 +5,175	+17%	+$174K	0.12%	208
2020 Q1	$928K	Buy	+30,295	New	+$996K	0.13%	189

Other funds holding SRVR

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's SRVR Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2022, closing a stake of 14,805 shares — an estimated $578K sold.

Financial Advocates Investment Management first reported a position in SRVR in Q1 2020 and held it in 9 quarters. The position peaked at $1.32M in Q4 2020. 157 funds tracked by Wall St. Rank hold SRVR as of Q2 2022.

Financial Advocates Investment Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 14,805 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2022, an estimated $578K.
Financial Advocates Investment Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2020 and held it in 9 quarters.
Financial Advocates Investment Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.32M in Q4 2020.
157 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.