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Halpern Financial’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Halpern Financial’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
2021
Q3 		– Sell
-31
Closed -$1.25K – 281
2021
Q2 		$1.25K Hold
31
– – ﹤0.01% 230
2021
Q1 		$1.12K Buy
+31
New +$1.1K ﹤0.01% 232

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Halpern Financial's SRVR Position: Q3 2021 in Review

Halpern Financial sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2021, closing a stake of 31 shares — an estimated $1.25K sold.

Halpern Financial first reported a position in SRVR in Q1 2021 and held it in 2 quarters. The position peaked at $1.25K in Q2 2021. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2021.

  • Halpern Financial reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Halpern Financial sold 31 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2021, an estimated $1.25K.
  • Halpern Financial first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 2 quarters.
  • Halpern Financial's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.25K in Q2 2021.
  • 142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.