Independent Financial Group
SRVR icon

Independent Financial Group’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Independent Financial 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
2026
Q3 		$279K Buy
9,831
+369
+4% +$11.4K 0.01% 1310
2026
Q2 		$301K Sell
9,462
-2,091
-18% -$71.2K 0.01% 1244
2026
Q1 		$361K Buy
11,553
+70
+0.6% +$2.2K 0.01% 1075
2025
Q4 		$329K Sell
11,483
-954
-8% -$28.8K 0.01% 1101
2025
Q3 		$394K Buy
12,437
+1,021
+9% +$32.5K 0.01% 954
2025
Q2 		$369K Buy
+11,416
New +$350K 0.01% 921
2023
Q2 		– Sell
-6,892
Closed -$204K – 927
2023
Q1 		$204K Sell
6,892
-3,111
-31% -$94K 0.02% 763
2022
Q4 		$290K Sell
10,003
-129
-1% -$3.73K 0.03% 566
2022
Q3 		$290K Sell
10,132
-3,425
-25% -$118K 0.03% 549
2022
Q2 		$467K Sell
13,557
-1,275
-9% -$46.8K 0.05% 402
2022
Q1 		$579K Sell
14,832
-2,297
-13% -$86.2K 0.05% 385
2021
Q4 		$741K Buy
17,129
+10,881
+174% +$442K 0.06% 324
2021
Q3 		$243K Buy
+6,248
New +$257K 0.02% 602

Other funds holding SRVR

RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
CAIM
Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Independent Financial Group's SRVR Position: Q3 2026 in Review

Independent Financial Group increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 3.9% in Q3 2026, buying an estimated $11.4K and bringing the position to 9,831 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #1310.

Independent Financial Group first reported a position in SRVR in Q3 2021 and has held it in 13 quarters since. The position peaked at $741K in Q4 2021. 13 funds tracked by Wall St. Rank hold SRVR as of Q3 2026.

  • Independent Financial Group held 9,831 shares of Pacer Data & Infrastructure Real Estate ETF worth $279K as of Q3 2026.
  • Independent Financial Group bought 369 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2026, an estimated $11.4K.
  • Pacer Data & Infrastructure Real Estate ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1310 holding.
  • Independent Financial Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2021 and has held it in 13 quarters since.
  • Independent Financial Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $741K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.