Guardian Wealth Advisors (North Carolina)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-663	Closed	-$20.7K	–	566
2026 Q1	$20.7K	Buy	+663	New	+$20.9K	﹤0.01%	501
2025 Q3	–	Sell	-663	Closed	-$21.4K	–	522
2025 Q2	$21.4K	Hold	663	–	–	﹤0.01%	444
2025 Q1	$19.5K	Hold	663	–	–	﹤0.01%	431
2024 Q4	$19.9K	Hold	663	–	–	﹤0.01%	414
2024 Q3	$21.3K	Hold	663	–	–	﹤0.01%	352
2024 Q2	$18.1K	Hold	663	–	–	﹤0.01%	348
2024 Q1	$19K	Hold	663	–	–	﹤0.01%	364
2023 Q4	$19.8K	Hold	663	–	–	﹤0.01%	353
2023 Q3	$17.2K	Sell	663 -35	-5%	-$1K	﹤0.01%	341
2023 Q2	$20.4K	Hold	698	–	–	﹤0.01%	319
2023 Q1	$20.7K	Hold	698	–	–	﹤0.01%	314
2022 Q4	$20.3K	Hold	698	–	–	﹤0.01%	294
2022 Q3	$20K	Hold	698	–	–	﹤0.01%	271
2022 Q2	$24K	Hold	698	–	–	﹤0.01%	264
2022 Q1	$27K	Hold	698	–	–	0.01%	200
2021 Q4	$30K	Buy	+698	New	+$28.4K	0.01%	186

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SRVR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2026, closing a stake of 663 shares — an estimated $20.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SRVR in Q4 2021 and held it in 16 quarters. The position peaked at $30K in Q4 2021. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 663 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $20.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s Pacer Data & Infrastructure Real Estate ETF position peaked at $30K in Q4 2021.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.