Ladenburg Thalmann Financial Services’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$5M	Buy	153,446 +94,644	+161%	+$2.99M	0.03%	482
2019 Q3	$1.89M	Buy	58,802 +19,523	+50%	+$606K	0.01%	838
2019 Q2	$1.16M	Buy	39,279 +25,656	+188%	+$746K	0.01%	1127
2019 Q1	$384K	Buy	13,623 +8,987	+194%	+$234K	﹤0.01%	1893
2018 Q4	$108K	Buy	4,636 +625	+16%	+$15.5K	﹤0.01%	2707
2018 Q3	$106K	Buy	+4,011	New	+$107K	﹤0.01%	2780

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SRVR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 161% in Q4 2019, buying an estimated $2.99M and bringing the position to 153,446 shares worth $5M. The position accounts for 0.03% of the portfolio, ranked #482.

Ladenburg Thalmann Financial Services first reported a position in SRVR in Q3 2018 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold SRVR as of Q4 2019.

Ladenburg Thalmann Financial Services held 153,446 shares of Pacer Data & Infrastructure Real Estate ETF worth $5M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 94,644 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2019, an estimated $2.99M.
Pacer Data & Infrastructure Real Estate ETF made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #482 holding.
Ladenburg Thalmann Financial Services first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2018 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.