Insight Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Insight Advisors’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 Q1	–	Sell	-7,877	Closed	-$230K	–	325
2022 Q4	$230K	Sell	7,877 -800	-9%	-$23.2K	0.08%	284
2022 Q3	$248K	Buy	8,677 +12	+0.1%	+$412	0.1%	235
2022 Q2	$307K	Hold	8,665	–	–	0.1%	227
2022 Q1	$339K	Buy	+8,665	New	+$325K	0.1%	236
2021 Q2	–	Sell	-6,915	Closed	-$266K	–	346
2021 Q1	$266K	Buy	+6,915	New	+$246K	0.08%	275

Other funds holding SRVR

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

Insight Advisors's SRVR Position: Q1 2023 in Review

Insight Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2023, closing a stake of 7,877 shares — an estimated $230K sold.

Insight Advisors first reported a position in SRVR in Q1 2021 and held it in 5 quarters. The position peaked at $339K in Q1 2022. 123 funds tracked by Wall St. Rank hold SRVR as of Q1 2023.

Insight Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Insight Advisors sold 7,877 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2023, an estimated $230K.
Insight Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 5 quarters.
Insight Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $339K in Q1 2022.
123 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.