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	-330	Closed	-$9.45K	–	2313
2024 Q1	$9.45K	Buy	330 +328	+16,400%	+$9.46K	﹤0.01%	733
2023 Q4	$46	Buy	2 +1	+100%	+$27	﹤0.01%	1341
2023 Q3	$21	Sell	1 -28	-97%	-$800	﹤0.01%	1128
2023 Q2	$18.4K	Sell	29 -1	-3%	-$29	0.05%	159
2023 Q1	$25	Buy	30 +1	+3%	+$30	﹤0.01%	787
2022 Q4	$19.6K	Hold	29	–	–	0.1%	110
2022 Q3	$24	Sell	29 -5	-15%	-$172	﹤0.01%	703
2022 Q2	$13	Sell	34 -5	-13%	-$184	﹤0.01%	663
2022 Q1	$15	Sell	39 -4	-9%	-$150	﹤0.01%	748
2021 Q4	$16	Buy	+43	New	+$1.75K	﹤0.01%	832
2021 Q3	–	Hold	0	–	–	–	649
2021 Q2	–	Hold	0	–	–	–	639

Other funds holding SRVR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 330 shares — an estimated $9.45K sold.

Financial Gravity Asset Management first reported a position in SRVR in Q4 2021 and held it in 10 quarters. The position peaked at $19.6K in Q4 2022. 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 330 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2024, an estimated $9.45K.
Financial Gravity Asset Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 10 quarters.
Financial Gravity Asset Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $19.6K in Q4 2022.
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.