Key Financial Inc’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Key Financial Inc’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	$1.19K	Sell	38 -71	-65%	-$2.24K	﹤0.01%	1233
2025 Q4	$3.12K	Hold	109	–	–	﹤0.01%	1114
2025 Q3	$3.46K	Hold	109	–	–	﹤0.01%	1116
2025 Q2	$3.52K	Buy	109 +21	+24%	+$644	﹤0.01%	1095
2025 Q1	$2.58K	Hold	88	–	–	﹤0.01%	1113
2024 Q4	$2.64K	Hold	88	–	–	﹤0.01%	1115
2024 Q3	$2.83K	Hold	88	–	–	﹤0.01%	1072
2024 Q2	$2.41K	Hold	88	–	–	﹤0.01%	1082
2024 Q1	$2.52K	Sell	88 -226	-72%	-$6.51K	﹤0.01%	1068
2023 Q4	$9.36K	Buy	314 +199	+173%	+$5.41K	﹤0.01%	755
2023 Q3	$2.98K	Buy	115 +17	+17%	+$486	﹤0.01%	1060
2023 Q2	$2.86K	Hold	98	–	–	﹤0.01%	1113
2023 Q1	$2.91K	Hold	98	–	–	﹤0.01%	898
2022 Q4	$2.81K	Hold	98	–	–	﹤0.01%	893
2022 Q3	$3K	Hold	98	–	–	﹤0.01%	908
2022 Q2	$3K	Hold	98	–	–	﹤0.01%	907
2022 Q1	$4K	Buy	98 +1	+1%	+$38	﹤0.01%	841
2021 Q4	$4K	Buy	+97	New	+$3.94K	﹤0.01%	756

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Key Financial Inc's SRVR Position: Q1 2026 in Review

Key Financial Inc reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 65% in Q1 2026, selling an estimated $2.24K and leaving 38 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Key Financial Inc first reported a position in SRVR in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.36K in Q4 2023. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

Key Financial Inc held 38 shares of Pacer Data & Infrastructure Real Estate ETF worth $1.19K as of Q1 2026.
Key Financial Inc sold 71 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $2.24K.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1233 holding.
Key Financial Inc first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
Key Financial Inc's Pacer Data & Infrastructure Real Estate ETF position peaked at $9.36K in Q4 2023.
104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.