Financial Gravity Asset Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-1	Closed	-$24	–	1745
2024 Q1	$24	Hold	1	–	–	﹤0.01%	1107
2023 Q4	$25	Buy	+1	New	+$27	﹤0.01%	1216
2021 Q3	–	Hold	0	–	–	–	649
2021 Q2	–	Hold	0	–	–	–	639

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Gravity Asset Management's SRVR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2024, closing a stake of 1 share — an estimated $24 sold.

Financial Gravity Asset Management first reported a position in SRVR in Q4 2023 and held it in 2 quarters. The position peaked at $25 in Q4 2023. 101 funds tracked by Wall St. Rank hold SRVR as of Q2 2024.

Financial Gravity Asset Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Pacer Data & Infrastructure Real Estate ETF share in Q2 2024, an estimated $24.
Financial Gravity Asset Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2023 and held it in 2 quarters.
Financial Gravity Asset Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $25 in Q4 2023.
101 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.