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HHM Wealth Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

HHM Wealth Advisors’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
2024
Q3 		– Sell
-16
Closed -$438 – 826
2024
Q2 		$438 Buy
+16
New +$436 ﹤0.01% 755

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HHM Wealth Advisors's SRVR Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2024, closing a stake of 16 shares — an estimated $438 sold.

HHM Wealth Advisors first reported a position in SRVR in Q2 2024 and held it in 1 quarter. The position peaked at $438 in Q2 2024. 108 funds tracked by Wall St. Rank hold SRVR as of Q3 2024.

  • HHM Wealth Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 16 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2024, an estimated $438.
  • HHM Wealth Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • HHM Wealth Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $438 in Q2 2024.
  • 108 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.