HighPoint Advisor Group
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HighPoint Advisor Group’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

HighPoint Advisor Group’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
2025
Q2 		– Sell
-32,877
Closed -$965K – 605
2025
Q1 		$965K Buy
+32,877
New +$995K 0.05% 228

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Foster & Motley
Foster & Motley Cincinnati, Ohio $2.21B AUM 20.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighPoint Advisor Group's SRVR Position: Q2 2025 in Review

HighPoint Advisor Group sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2025, closing a stake of 32,877 shares — an estimated $965K sold.

HighPoint Advisor Group first reported a position in SRVR in Q1 2025 and held it in 1 quarter. The position peaked at $965K in Q1 2025. 120 funds tracked by Wall St. Rank hold SRVR as of Q2 2025.

  • HighPoint Advisor Group reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • HighPoint Advisor Group sold 32,877 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2025, an estimated $965K.
  • HighPoint Advisor Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • HighPoint Advisor Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $965K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2025.

Based on HighPoint Advisor Group's 13F filing for Q2 2025, filed 7 Aug 2025.