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Howe & Rusling’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-12
Closed – – 1013
2020
Q4 		$0 Buy
+12
New +$426 ﹤0.01% 1002

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Howe & Rusling's SRVR Position: Q1 2021 in Review

Howe & Rusling sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2021, closing a stake of 12 shares.

Howe & Rusling first reported a position in SRVR in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 141 funds tracked by Wall St. Rank hold SRVR as of Q1 2021.

  • Howe & Rusling reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Howe & Rusling sold 12 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2021.
  • Howe & Rusling first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Howe & Rusling's Pacer Data & Infrastructure Real Estate ETF position peaked at $0 in Q4 2020.
  • 141 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2021.

Based on Howe & Rusling's 13F filing for Q1 2021, filed 13 May 2021.