Kings Point Capital Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Kings Point Capital Management’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
2022 Q1	$454K	Buy	11,641 +897	+8%	+$33.7K	0.04%	140
2021 Q4	$465K	Buy	10,744 +588	+6%	+$23.9K	0.04%	152
2021 Q3	$395K	Buy	10,156 +662	+7%	+$27.2K	0.04%	152
2021 Q2	$383K	Buy	9,494 +85	+0.9%	+$3.29K	0.03%	155
2021 Q1	$341K	Buy	+9,409	New	+$335K	0.03%	152

Other funds holding SRVR

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

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

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

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

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

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

Kings Point Capital Management's SRVR Position: Q1 2022 in Review

Kings Point Capital Management increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 8.3% in Q1 2022, buying an estimated $33.7K and bringing the position to 11,641 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #140.

Kings Point Capital Management first reported a position in SRVR in Q1 2021 and has held it in 5 quarters since. The position peaked at $465K in Q4 2021. 172 funds tracked by Wall St. Rank hold SRVR as of Q1 2022.

Kings Point Capital Management held 11,641 shares of Pacer Data & Infrastructure Real Estate ETF worth $454K as of Q1 2022.
Kings Point Capital Management bought 897 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2022, an estimated $33.7K.
Pacer Data & Infrastructure Real Estate ETF made up 0.04% of Kings Point Capital Management's portfolio in Q1 2022, its #140 holding.
Kings Point Capital Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and has held it in 5 quarters since.
Kings Point Capital Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $465K in Q4 2021.
172 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.