Golden State Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Golden State Wealth 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
2026 Q1	–	Sell	-6	Closed	-$172	–	1720
2025 Q4	$172	Buy	+6	New	+$181	﹤0.01%	1634
2025 Q1	–	Sell	-13	Closed	-$397	–	1641
2024 Q4	$397	Buy	+13	New	+$407	﹤0.01%	1439
2020 Q4	–	Sell	-1,283	Closed	-$45K	–	403
2020 Q3	$45K	Buy	+1,283	New	+$46.5K	0.02%	337

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

Golden State Wealth Management's SRVR Position: Q1 2026 in Review

Golden State Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 6 shares — an estimated $172 sold.

Golden State Wealth Management first reported a position in SRVR in Q3 2020 and held it in 3 quarters. The position peaked at $45K in Q3 2020. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

Golden State Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 6 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $172.
Golden State Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and held it in 3 quarters.
Golden State Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $45K in Q3 2020.
104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.