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Kestra Advisory Services’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-4,304
Closed -$123K – 4258
2025
Q4 		$123K Buy
+4,304
New +$130K ﹤0.01% 3261
2025
Q2 		– Sell
-4,708
Closed -$138K – 2976
2025
Q1 		$138K Sell
4,708
-16,355
-78% -$495K ﹤0.01% 2549
2024
Q4 		$631K Buy
21,063
+1,105
+6% +$34.6K ﹤0.01% 1710
2024
Q3 		$641K Sell
19,958
-2,503
-11% -$74.5K ﹤0.01% 1605
2024
Q2 		$614K Buy
22,461
+356
+2% +$9.69K ﹤0.01% 1640
2024
Q1 		$633K Sell
22,105
-5,631
-20% -$162K ﹤0.01% 1509
2023
Q4 		$827K Sell
27,736
-11,903
-30% -$324K 0.01% 1224
2023
Q3 		$1.03M Buy
39,639
+8,283
+26% +$237K 0.01% 983
2023
Q2 		$916K Sell
31,356
-937
-3% -$27.2K 0.01% 1022
2023
Q1 		$957K Sell
32,293
-21,182
-40% -$640K 0.01% 968
2022
Q4 		$1.55M Sell
53,475
-11,397
-18% -$330K 0.01% 857
2022
Q3 		$1.86M Buy
64,872
+8,106
+14% +$278K 0.02% 696
2022
Q2 		$1.96M Sell
56,766
-36,754
-39% -$1.35M 0.02% 688
2022
Q1 		$3.65M Sell
93,520
-28,393
-23% -$1.07M 0.04% 464
2021
Q4 		$5.28M Sell
121,913
-33,092
-21% -$1.35M 0.05% 361
2021
Q3 		$6.03M Buy
155,005
+1,195
+0.8% +$49.1K 0.06% 332
2021
Q2 		$6.21M Sell
153,810
-139,441
-48% -$5.39M 0.07% 310
2021
Q1 		$10.6M Sell
293,251
-39,883
-12% -$1.42M 0.13% 178
2020
Q4 		$11.8M Buy
333,134
+62,148
+23% +$2.21M 0.14% 180
2020
Q3 		$9.58M Buy
+270,986
New +$9.82M 0.18% 148

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Advisory Services's SRVR Position: Q1 2026 in Review

Kestra Advisory Services sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 4,304 shares — an estimated $123K sold.

Kestra Advisory Services first reported a position in SRVR in Q3 2020 and held it in 20 quarters. The position peaked at $11.8M in Q4 2020. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Kestra Advisory Services reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,304 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $123K.
  • Kestra Advisory Services first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and held it in 20 quarters.
  • Kestra Advisory Services's Pacer Data & Infrastructure Real Estate ETF position peaked at $11.8M in Q4 2020.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.