GRP
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Global Retirement Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Global Retirement Partners’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
Q4 		$2K Sell
70
-1,269
-95% -$38.3K ﹤0.01% 3733
2025
Q3 		$42.4K Buy
1,339
+75
+6% +$2.38K ﹤0.01% 1990
2025
Q2 		$40.8K Buy
+1,264
New +$38.8K ﹤0.01% 1888
2024
Q4 		$36.6K Buy
1,220
+5
+0.4% +$156 ﹤0.01% 1768
2024
Q3 		$39K Buy
1,215
+1,003
+473% +$29.9K ﹤0.01% 1675
2024
Q2 		$5.8K Sell
212
-43
-17% -$1.17K ﹤0.01% 2554
2024
Q1 		$7.31K Buy
255
+74
+41% +$2.13K ﹤0.01% 2252
2023
Q4 		$5.24K Sell
181
-704
-80% -$19.1K ﹤0.01% 2307
2023
Q3 		$22K Sell
885
-250
-22% -$7.14K ﹤0.01% 1609
2023
Q2 		$33.1K Sell
1,135
-1,205
-51% -$35K ﹤0.01% 1457
2023
Q1 		$67.4K Buy
2,340
+250
+12% +$7.56K ﹤0.01% 1103
2022
Q4 		$60.7K Hold
2,090
– – ﹤0.01% 1000
2022
Q3 		$59K Hold
2,090
– – ﹤0.01% 956
2022
Q2 		$72K Hold
2,090
– – 0.01% 864
2022
Q1 		$76K Buy
+2,090
New +$78.5K 0.01% 849
2021
Q4 		– Sell
-2,090
Closed -$81K – 1588
2021
Q3 		$81K Hold
2,090
– – 0.01% 710
2021
Q2 		$84K Sell
2,090
-220
-10% -$8.51K 0.01% 683
2021
Q1 		$84K Buy
2,310
+225
+11% +$8K 0.01% 619
2020
Q4 		$75K Sell
2,085
-1,750
-46% -$62.2K 0.01% 603
2020
Q3 		$135K Buy
3,835
+1,750
+84% +$63.4K 0.02% 429
2020
Q2 		$74K Buy
+2,085
New +$70.3K 0.01% 544

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Global Retirement Partners's SRVR Position: Q4 2025 in Review

Global Retirement Partners reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 95% in Q4 2025, selling an estimated $38.3K and leaving 70 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

Global Retirement Partners first reported a position in SRVR in Q2 2020 and has held it in 21 quarters since. The position peaked at $135K in Q3 2020. 121 funds tracked by Wall St. Rank hold SRVR as of Q4 2025.

  • Global Retirement Partners held 70 shares of Pacer Data & Infrastructure Real Estate ETF worth $2K as of Q4 2025.
  • Global Retirement Partners sold 1,269 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2025, an estimated $38.3K.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3733 holding.
  • Global Retirement Partners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and has held it in 21 quarters since.
  • Global Retirement Partners's Pacer Data & Infrastructure Real Estate ETF position peaked at $135K in Q3 2020.
  • 121 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.