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Financial Planners of Cleveland’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Financial Planners of Cleveland’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
Q1 		– Sell
-5,744
Closed -$223K – 92
2021
Q4 		$223K Buy
+5,744
New +$233K 0.09% 80

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Planners of Cleveland's SRVR Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2022, closing a stake of 5,744 shares — an estimated $223K sold.

Financial Planners of Cleveland first reported a position in SRVR in Q4 2021 and held it in 1 quarter. The position peaked at $223K in Q4 2021. 172 funds tracked by Wall St. Rank hold SRVR as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 5,744 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2022, an estimated $223K.
  • Financial Planners of Cleveland first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Pacer Data & Infrastructure Real Estate ETF position peaked at $223K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.