IHT Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

IHT Wealth Management’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
2026 Q2	$676K	Sell	21,264 -482	-2%	-$16.4K	0.01%	733
2026 Q1	$679K	Buy	21,746 +275	+1%	+$8.66K	0.02%	714
2025 Q4	$615K	Sell	21,471 -2,895	-12%	-$87.3K	0.01%	695
2025 Q3	$772K	Buy	+24,366	New	+$775K	0.02%	610
2022 Q2	–	Sell	-5,429	Closed	-$212K	–	801
2022 Q1	$212K	Sell	5,429 -17	-0.3%	-$638	0.02%	690
2021 Q4	$236K	Sell	5,446 -250	-4%	-$10.2K	0.02%	701
2021 Q3	$222K	Sell	5,696 -91	-2%	-$3.74K	0.02%	703
2021 Q2	$233K	Buy	+5,787	New	+$224K	0.01%	809

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IHT Wealth Management's SRVR Position: Q2 2026 in Review

IHT Wealth Management reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 2.2% in Q2 2026, selling an estimated $16.4K and leaving 21,264 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #733.

IHT Wealth Management first reported a position in SRVR in Q2 2021 and has held it in 8 quarters since. The position peaked at $772K in Q3 2025. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

IHT Wealth Management held 21,264 shares of Pacer Data & Infrastructure Real Estate ETF worth $676K as of Q2 2026.
IHT Wealth Management sold 482 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $16.4K.
Pacer Data & Infrastructure Real Estate ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #733 holding.
IHT Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2021 and has held it in 8 quarters since.
IHT Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $772K in Q3 2025.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.