Householder Group Estate & Retirement Specialist’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$8K	Buy	+265	New	+$8.01K	﹤0.01%	867
2022 Q4	–	Sell	-265	Closed	-$7K	–	1037
2022 Q3	$7K	Buy	+265	New	+$9.09K	﹤0.01%	819

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SRVR Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2023: 265 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in SRVR as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in SRVR in Q3 2022 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold SRVR as of Q1 2023.

Householder Group Estate & Retirement Specialist held 265 shares of Pacer Data & Infrastructure Real Estate ETF worth $8K as of Q1 2023.
Pacer Data & Infrastructure Real Estate ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #867 holding.
Householder Group Estate & Retirement Specialist first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2022 and has held it in 2 quarters since.
124 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.