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

Intrepid Financial Planning 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
2025
Q3 		– Sell
-9,979
Closed -$323K – 132
2025
Q2 		$323K Sell
9,979
-110
-1% -$3.37K 0.14% 90
2025
Q1 		$296K Sell
10,089
-604
-6% -$18.3K 0.14% 93
2024
Q4 		$321K Sell
10,693
-603
-5% -$18.9K 0.14% 91
2024
Q3 		$363K Sell
11,296
-405
-3% -$12.1K 0.16% 88
2024
Q2 		$320K Hold
11,701
– – 0.14% 92
2024
Q1 		$335K Sell
11,701
-150
-1% -$4.32K 0.14% 93
2023
Q4 		$353K Sell
11,851
-595
-5% -$16.2K 0.17% 82
2023
Q3 		$322K Sell
12,446
-121
-1% -$3.46K 0.17% 79
2023
Q2 		$367K Sell
12,567
-596
-5% -$17.3K 0.18% 76
2023
Q1 		$390K Sell
13,163
-443
-3% -$13.4K 0.2% 73
2022
Q4 		$395K Sell
13,606
-1,547
-10% -$44.8K 0.21% 67
2022
Q3 		$434K Buy
15,153
+326
+2% +$11.2K 0.25% 59
2022
Q2 		$511K Buy
+14,827
New +$544K 0.28% 53

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Intrepid Financial Planning Group's SRVR Position: Q3 2025 in Review

Intrepid Financial Planning Group sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2025, closing a stake of 9,979 shares — an estimated $323K sold.

Intrepid Financial Planning Group first reported a position in SRVR in Q2 2022 and held it in 13 quarters. The position peaked at $511K in Q2 2022. 107 funds tracked by Wall St. Rank hold SRVR as of Q3 2025.

  • Intrepid Financial Planning Group reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 9,979 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2025, an estimated $323K.
  • Intrepid Financial Planning Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2022 and held it in 13 quarters.
  • Intrepid Financial Planning Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $511K in Q2 2022.
  • 107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2025, filed 13 Nov 2025.