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Keystone Financial Group (Kentucky)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Keystone Financial Group (Kentucky)’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
Q4 		– Sell
-7,295
Closed -$231K – 478
2025
Q3 		$231K Sell
7,295
-848
-10% -$27K 0.02% 376
2025
Q2 		$263K Sell
8,143
-178
-2% -$5.46K 0.02% 347
2025
Q1 		$244K Sell
8,321
-1,588
-16% -$48.1K 0.02% 336
2024
Q4 		$297K Sell
9,909
-347
-3% -$10.9K 0.03% 298
2024
Q3 		$330K Buy
+10,256
New +$305K 0.04% 266
2024
Q2 		– Sell
-10,987
Closed -$315K – 299
2024
Q1 		$315K Buy
10,987
+348
+3% +$10K 0.05% 251
2023
Q4 		$317K Sell
10,639
-200
-2% -$5.44K 0.06% 207
2023
Q3 		$281K Buy
10,839
+21
+0.2% +$600 0.05% 225
2023
Q2 		$316K Buy
+10,818
New +$314K 0.05% 208
2022
Q4 		$314K Buy
10,810
+53
+0.5% +$1.53K 0.06% 198
2022
Q3 		$308K Buy
10,757
+1,178
+12% +$40.4K 0.06% 196
2022
Q2 		$330K Buy
9,579
+72
+0.8% +$2.64K 0.07% 191
2022
Q1 		$371K Hold
9,507
– – 0.06% 194
2021
Q4 		$411K Buy
9,507
+201
+2% +$8.17K 0.07% 186
2021
Q3 		$362K Buy
9,306
+2
+0% +$82 0.07% 196
2021
Q2 		$375K Buy
9,304
+1,424
+18% +$55.1K 0.07% 189
2021
Q1 		$285K Buy
+7,880
New +$280K 0.06% 220

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SRVR Position: Q4 2025 in Review

Keystone Financial Group (Kentucky) sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2025, closing a stake of 7,295 shares — an estimated $231K sold.

Keystone Financial Group (Kentucky) first reported a position in SRVR in Q1 2021 and held it in 17 quarters. The position peaked at $411K in Q4 2021. 121 funds tracked by Wall St. Rank hold SRVR as of Q4 2025.

  • Keystone Financial Group (Kentucky) reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 7,295 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2025, an estimated $231K.
  • Keystone Financial Group (Kentucky) first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 17 quarters.
  • Keystone Financial Group (Kentucky)'s Pacer Data & Infrastructure Real Estate ETF position peaked at $411K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2025, filed 6 Feb 2026.