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

Garde Capital’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	-316	Closed	-$10.2K	–	721
2025 Q2	$10.2K	Hold	316	–	–	﹤0.01%	504
2025 Q1	$9.28K	Buy	+316	New	+$9.57K	﹤0.01%	492
2022 Q4	–	Sell	-5,025	Closed	-$144K	–	257
2022 Q3	$144K	Sell	5,025 -2,463	-33%	-$84.5K	0.02%	204
2022 Q2	$258K	Hold	7,488	–	–	0.03%	164
2022 Q1	$292K	Sell	7,488 -954	-11%	-$35.8K	0.03%	169
2021 Q4	$365K	Hold	8,442	–	–	0.04%	163
2021 Q3	$329K	Hold	8,442	–	–	0.03%	155
2021 Q2	$341K	Buy	8,442 +954	+13%	+$36.9K	0.04%	151
2021 Q1	$271K	Hold	7,488	–	–	0.03%	156
2020 Q4	$268K	Hold	7,488	–	–	0.03%	157
2020 Q3	$265K	Buy	+7,488	New	+$271K	0.04%	138

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Garde Capital's SRVR Position: Q3 2025 in Review

Garde Capital sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2025, closing a stake of 316 shares — an estimated $10.2K sold.

Garde Capital first reported a position in SRVR in Q3 2020 and held it in 11 quarters. The position peaked at $365K in Q4 2021. 107 funds tracked by Wall St. Rank hold SRVR as of Q3 2025.

Garde Capital reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 316 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2025, an estimated $10.2K.
Garde Capital first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and held it in 11 quarters.
Garde Capital's Pacer Data & Infrastructure Real Estate ETF position peaked at $365K in Q4 2021.
107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.