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 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

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

Independent Financial Group's SRVR Position: Q2 2026 in Review

Independent Financial Group reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 18% in Q2 2026, selling an estimated $71.2K and leaving 9,462 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #1244.

Independent Financial Group first reported a position in SRVR in Q3 2021 and has held it in 12 quarters since. The position peaked at $741K in Q4 2021. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Independent Financial Group held 9,462 shares of Pacer Data & Infrastructure Real Estate ETF worth $301K as of Q2 2026.
Independent Financial Group sold 2,091 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $71.2K.
Pacer Data & Infrastructure Real Estate ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1244 holding.
Independent Financial Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2021 and has held it in 12 quarters since.
Independent Financial Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $741K in Q4 2021.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.