Founders Financial Alliance’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Founders Financial Alliance’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
2026 Q2	$381	Hold	12	–	–	﹤0.01%	778
2026 Q1	$375	Hold	12	–	–	﹤0.01%	734
2025 Q4	$344	Hold	12	–	–	﹤0.01%	605
2025 Q3	$380	Hold	12	–	–	﹤0.01%	711
2025 Q2	$388	Hold	12	–	–	﹤0.01%	542
2025 Q1	$352	Hold	12	–	–	﹤0.01%	613
2024 Q4	$360	Hold	12	–	–	﹤0.01%	574
2024 Q3	$386	Hold	12	–	–	﹤0.01%	585
2024 Q2	$328	Hold	12	–	–	﹤0.01%	555
2024 Q1	$344	Hold	12	–	–	﹤0.01%	553
2023 Q4	$358	Sell	12 -4	-25%	-$109	﹤0.01%	489
2023 Q3	$415	Hold	16	–	–	﹤0.01%	473
2023 Q2	$467	Hold	16	–	–	﹤0.01%	505
2023 Q1	$475	Hold	16	–	–	﹤0.01%	452
2022 Q4	$464	Sell	16 -11	-41%	-$318	﹤0.01%	475
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	471
2022 Q2	$1K	Buy	+27	New	+$991	﹤0.01%	497

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Founders Financial Alliance's SRVR Position: Q2 2026 in Review

Founders Financial Alliance held its Pacer Data & Infrastructure Real Estate ETF (SRVR) position steady in Q2 2026 at 12 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Founders Financial Alliance first reported a position in SRVR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1K in Q3 2022. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Founders Financial Alliance held 12 shares of Pacer Data & Infrastructure Real Estate ETF worth $381 as of Q2 2026.
Founders Financial Alliance left its Pacer Data & Infrastructure Real Estate ETF share count unchanged in Q2 2026.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #778 holding.
Founders Financial Alliance first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
Founders Financial Alliance's Pacer Data & Infrastructure Real Estate ETF position peaked at $1K in Q3 2022.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.