GIA
SRVR icon

GHP Investment Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

GHP Investment 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
2025
Q2 		– Sell
-500
Closed -$14.7K – 1004
2025
Q1 		$14.7K Buy
+500
New +$15.1K ﹤0.01% 639

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GHP Investment Advisors's SRVR Position: Q2 2025 in Review

GHP Investment Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2025, closing a stake of 500 shares — an estimated $14.7K sold.

GHP Investment Advisors first reported a position in SRVR in Q1 2025 and held it in 1 quarter. The position peaked at $14.7K in Q1 2025. 116 funds tracked by Wall St. Rank hold SRVR as of Q2 2025.

  • GHP Investment Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 500 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2025, an estimated $14.7K.
  • GHP Investment Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • GHP Investment Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $14.7K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2025.

Based on GHP Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.