H&H Retirement Design & Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

H&H Retirement Design & 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 Q2	$1.3M	Buy	42,393 +1,611	+4%	+$54.9K	0.59%	36
2026 Q1	$1.44M	Sell	40,782 -367	-0.9%	-$11.6K	0.68%	33
2025 Q4	$1.25M	Buy	41,149 +3,441	+9%	+$104K	0.64%	34
2025 Q3	$1.15M	Sell	37,708 -627	-2%	-$19.9K	0.61%	35
2025 Q2	$1.27M	Buy	38,335 +2,038	+6%	+$62.5K	0.7%	30
2025 Q1	$1.04M	Buy	36,297 +40	+0.1%	+$1.21K	0.69%	28
2024 Q4	$1.14M	Buy	36,257 +1,219	+3%	+$38.2K	0.69%	31
2024 Q3	$1.12M	Buy	35,038 +1,362	+4%	+$40.5K	0.66%	36
2024 Q2	$968K	Buy	33,676 +979	+3%	+$26.7K	0.6%	42
2024 Q1	$866K	Sell	32,697 -2,844	-8%	-$82K	0.57%	40
2023 Q4	$1.01M	Buy	+35,541	New	+$966K	0.64%	31

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

H&H Retirement Design & Management's SRVR Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 4% in Q2 2026, buying an estimated $54.9K and bringing the position to 42,393 shares worth $1.3M. The position accounts for 0.59% of the portfolio, ranked #36.

H&H Retirement Design & Management first reported a position in SRVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q1 2026. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

H&H Retirement Design & Management held 42,393 shares of Pacer Data & Infrastructure Real Estate ETF worth $1.3M as of Q2 2026.
H&H Retirement Design & Management bought 1,611 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $54.9K.
Pacer Data & Infrastructure Real Estate ETF made up 0.59% of H&H Retirement Design & Management's portfolio in Q2 2026, its #36 holding.
H&H Retirement Design & Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
H&H Retirement Design & Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.44M in Q1 2026.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.