FinTrust Capital Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

FinTrust Capital Advisors’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	-83	Closed	-$2.41K	–	1339
2023 Q2	$2.41K	Hold	83	–	–	﹤0.01%	983
2023 Q1	$2.41K	Hold	83	–	–	﹤0.01%	975
2022 Q4	$2.41K	Sell	83 -220	-73%	-$6.37K	﹤0.01%	972
2022 Q3	$8K	Buy	303 +28	+10%	+$961	﹤0.01%	939
2022 Q2	$10K	Hold	275	–	–	﹤0.01%	895
2022 Q1	$11K	Hold	275	–	–	﹤0.01%	926
2021 Q4	$12K	Sell	275 -8	-3%	-$325	﹤0.01%	886
2021 Q3	$11K	Hold	283	–	–	﹤0.01%	897
2021 Q2	$11K	Buy	283 +8	+3%	+$309	﹤0.01%	925
2021 Q1	$10K	Hold	275	–	–	﹤0.01%	909
2020 Q4	$10K	Hold	275	–	–	﹤0.01%	846
2020 Q3	$10	Buy	+275	New	+$9.96K	﹤0.01%	818

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

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

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

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

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

FinTrust Capital Advisors's SRVR Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2023, closing a stake of 83 shares — an estimated $2.41K sold.

FinTrust Capital Advisors first reported a position in SRVR in Q3 2020 and held it in 12 quarters. The position peaked at $12K in Q4 2021. 113 funds tracked by Wall St. Rank hold SRVR as of Q3 2023.

FinTrust Capital Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 83 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2023, an estimated $2.41K.
FinTrust Capital Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and held it in 12 quarters.
FinTrust Capital Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $12K in Q4 2021.
113 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.