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Global Trust Asset Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Global Trust Asset 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
2020
Q2 		– Sell
-10,155
Closed -$316K – 403
2020
Q1 		$316K Buy
+10,155
New +$334K 0.25% 105

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UBS Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Global Trust Asset Management's SRVR Position: Q2 2020 in Review

Global Trust Asset Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2020, closing a stake of 10,155 shares — an estimated $316K sold.

Global Trust Asset Management first reported a position in SRVR in Q1 2020 and held it in 1 quarter. The position peaked at $316K in Q1 2020. 83 funds tracked by Wall St. Rank hold SRVR as of Q2 2020.

  • Global Trust Asset Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Global Trust Asset Management sold 10,155 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2020, an estimated $316K.
  • Global Trust Asset Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2020 and held it in 1 quarter.
  • Global Trust Asset Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $316K in Q1 2020.
  • 83 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2020.

Based on Global Trust Asset Management's 13F filing for Q2 2020, filed 8 Jul 2020.