Indie Asset Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Indie Asset Partners’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
2022 Q3	–	Sell	-6,025	Closed	-$208K	–	108
2022 Q2	$208K	Sell	6,025 -2,200	-27%	-$80.8K	0.18%	99
2022 Q1	$321K	Sell	8,225 -3,200	-28%	-$120K	0.24%	75
2021 Q4	$494K	Sell	11,425 -300	-3%	-$12.2K	0.36%	52
2021 Q3	$456K	Buy	11,725 +100	+0.9%	+$4.11K	0.37%	57
2021 Q2	$469K	Sell	11,625 -1,375	-11%	-$53.2K	0.38%	55
2021 Q1	$471K	Sell	13,000 -2,425	-16%	-$86.3K	0.54%	53
2020 Q4	$553K	Buy	15,425 +1,325	+9%	+$47.1K	0.64%	39
2020 Q3	$498K	Sell	14,100 -145	-1%	-$5.25K	0.62%	44
2020 Q2	$523K	Sell	14,245 -2,604	-15%	-$87.8K	0.66%	41
2020 Q1	$516K	Buy	+16,849	New	+$554K	0.64%	31

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Indie Asset Partners's SRVR Position: Q3 2022 in Review

Indie Asset Partners sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2022, closing a stake of 6,025 shares — an estimated $208K sold.

Indie Asset Partners first reported a position in SRVR in Q1 2020 and held it in 10 quarters. The position peaked at $553K in Q4 2020. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2022.

Indie Asset Partners reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Indie Asset Partners sold 6,025 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2022, an estimated $208K.
Indie Asset Partners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2020 and held it in 10 quarters.
Indie Asset Partners's Pacer Data & Infrastructure Real Estate ETF position peaked at $553K in Q4 2020.
142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2022.

Based on Indie Asset Partners's 13F filing for Q3 2022, filed 25 Oct 2022.