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Freedom Investment Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-15,151
Closed -$490K – 630
2025
Q2 		$490K Sell
15,151
-623
-4% -$19.1K 0.04% 446
2025
Q1 		$463K Sell
15,774
-4,550
-22% -$138K 0.04% 449
2024
Q4 		$609K Sell
20,324
-651
-3% -$20.4K 0.05% 361
2024
Q3 		$674K Sell
20,975
-3,192
-13% -$95K 0.05% 337
2024
Q2 		$661K Buy
24,167
+1,644
+7% +$44.8K 0.05% 341
2024
Q1 		$645K Buy
22,523
+3,828
+20% +$110K 0.05% 372
2023
Q4 		$557K Sell
18,695
-5,130
-22% -$139K 0.05% 408
2023
Q3 		$617K Sell
23,825
-251
-1% -$7.17K 0.08% 320
2023
Q2 		$703K Sell
24,076
-788
-3% -$22.9K 0.08% 318
2023
Q1 		$737K Sell
24,864
-684
-3% -$20.7K 0.08% 304
2022
Q4 		$741K Sell
25,548
-2,336
-8% -$67.6K 0.08% 308
2022
Q3 		$798K Buy
27,884
+9,535
+52% +$327K 0.09% 283
2022
Q2 		$632K Sell
18,349
-1,361
-7% -$50K 0.07% 365
2022
Q1 		$769K Sell
19,710
-671
-3% -$25.2K 0.07% 355
2021
Q4 		$882K Buy
20,381
+1,749
+9% +$71.1K 0.06% 386
2021
Q3 		$725K Sell
18,632
-498
-3% -$20.4K 0.06% 403
2021
Q2 		$772K Buy
19,130
+890
+5% +$34.4K 0.06% 406
2021
Q1 		$660K Buy
+18,240
New +$649K 0.05% 433

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Freedom Investment Management's SRVR Position: Q3 2025 in Review

Freedom Investment Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2025, closing a stake of 15,151 shares — an estimated $490K sold.

Freedom Investment Management first reported a position in SRVR in Q1 2021 and held it in 18 quarters. The position peaked at $882K in Q4 2021. 107 funds tracked by Wall St. Rank hold SRVR as of Q3 2025.

  • Freedom Investment Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 15,151 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2025, an estimated $490K.
  • Freedom Investment Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $882K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.