GLOBALT Investments’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

GLOBALT Investments’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
2026 Q1	$467K	Sell	14,953 -111	-0.7%	-$3.5K	0.02%	181
2025 Q4	$431K	Sell	15,064 -336	-2%	-$10.1K	0.02%	178
2025 Q3	$488K	Sell	15,400 -871	-5%	-$27.7K	0.02%	171
2025 Q2	$526K	Sell	16,271 -1,884	-10%	-$57.8K	0.02%	175
2025 Q1	$533K	Sell	18,155 -1,952	-10%	-$59.1K	0.02%	167
2024 Q4	$603K	Sell	20,107 -486	-2%	-$15.2K	0.02%	169
2024 Q3	$662K	Sell	20,593 -580	-3%	-$17.3K	0.02%	164
2024 Q2	$579K	Sell	21,173 -2,248	-10%	-$61.2K	0.02%	173
2024 Q1	$671K	Sell	23,421 -1,252	-5%	-$36.1K	0.03%	168
2023 Q4	$736K	Buy	+24,673	New	+$671K	0.03%	162

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GLOBALT Investments's SRVR Position: Q1 2026 in Review

GLOBALT Investments reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 0.74% in Q1 2026, selling an estimated $3.5K and leaving 14,953 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #181.

GLOBALT Investments first reported a position in SRVR in Q4 2023 and has held it in 10 quarters since. The position peaked at $736K in Q4 2023. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

GLOBALT Investments held 14,953 shares of Pacer Data & Infrastructure Real Estate ETF worth $467K as of Q1 2026.
GLOBALT Investments sold 111 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $3.5K.
Pacer Data & Infrastructure Real Estate ETF made up 0.02% of GLOBALT Investments's portfolio in Q1 2026, its #181 holding.
GLOBALT Investments first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's Pacer Data & Infrastructure Real Estate ETF position peaked at $736K in Q4 2023.
104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.