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Impact Partnership Wealth’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-77
Closed -$2.25K – 1191
2023
Q2 		$2.25K Buy
+77
New +$2.23K ﹤0.01% 639

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Impact Partnership Wealth's SRVR Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2023, closing a stake of 77 shares — an estimated $2.25K sold.

Impact Partnership Wealth first reported a position in SRVR in Q2 2023 and held it in 1 quarter. The position peaked at $2.25K in Q2 2023. 113 funds tracked by Wall St. Rank hold SRVR as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 77 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2023, an estimated $2.25K.
  • Impact Partnership Wealth first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Pacer Data & Infrastructure Real Estate ETF position peaked at $2.25K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.