L.J. Altfest & Co’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-50,569	Closed	-$1.52M	–	360
2024 Q4	$1.52M	Sell	50,569 -19,118	-27%	-$598K	0.19%	85
2024 Q3	$2.24M	Buy	69,687 +2,319	+3%	+$69K	0.3%	61
2024 Q2	$1.84M	Buy	+67,368	New	+$1.83M	0.25%	67
2023 Q2	–	Sell	-9,363	Closed	-$278K	–	303
2023 Q1	$278K	Sell	9,363 -1,325	-12%	-$40.1K	0.04%	231
2022 Q4	$310K	Buy	+10,688	New	+$309K	0.05%	210
2022 Q3	–	Sell	-105,223	Closed	-$3.62M	–	280
2022 Q2	$3.62M	Buy	105,223 +28,644	+37%	+$1.05M	0.65%	31
2022 Q1	$2.99M	Sell	76,579 -26,230	-26%	-$985K	0.53%	33
2021 Q4	$4.45M	Buy	+102,809	New	+$4.18M	0.85%	25
2021 Q2	–	Sell	-71,122	Closed	-$2.58M	–	298
2021 Q1	$2.58M	Buy	+71,122	New	+$2.53M	0.61%	31

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

L.J. Altfest & Co's SRVR Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2025, closing a stake of 50,569 shares — an estimated $1.52M sold.

L.J. Altfest & Co first reported a position in SRVR in Q1 2021 and held it in 9 quarters. The position peaked at $4.45M in Q4 2021. 105 funds tracked by Wall St. Rank hold SRVR as of Q1 2025.

L.J. Altfest & Co reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2025 after selling out during the quarter.
L.J. Altfest & Co sold 50,569 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2025, an estimated $1.52M.
L.J. Altfest & Co first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 9 quarters.
L.J. Altfest & Co's Pacer Data & Infrastructure Real Estate ETF position peaked at $4.45M in Q4 2021.
105 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.