Larson Financial Group’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Larson Financial Group’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 Q2	$1.78K	Buy	+56	New	+$1.91K	﹤0.01%	3156
2026 Q1	–	Sell	-12	Closed	-$344	–	3785
2025 Q4	$344	Hold	12	–	–	﹤0.01%	3192
2025 Q3	$380	Hold	12	–	–	﹤0.01%	3151
2025 Q2	$388	Hold	12	–	–	﹤0.01%	2922
2025 Q1	$352	Hold	12	–	–	﹤0.01%	2662
2024 Q4	$360	Hold	12	–	–	﹤0.01%	2287
2024 Q3	$386	Sell	12 -179	-94%	-$5.33K	﹤0.01%	2193
2024 Q2	$5.22K	Buy	191 +170	+810%	+$4.63K	﹤0.01%	1436
2024 Q1	$602	Buy	21 +9	+75%	+$259	﹤0.01%	1527
2023 Q4	$358	Buy	+12	New	+$326	﹤0.01%	1601

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Larson Financial Group's SRVR Position: Q2 2026 in Review

Larson Financial Group opened a new position in Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2026: 56 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #3156 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in SRVR as recently as Q4 2025.

Larson Financial Group first reported a position in SRVR in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.22K in Q2 2024. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Larson Financial Group held 56 shares of Pacer Data & Infrastructure Real Estate ETF worth $1.78K as of Q2 2026.
Pacer Data & Infrastructure Real Estate ETF was a new Larson Financial Group position in Q2 2026.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3156 holding.
Larson Financial Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Larson Financial Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $5.22K in Q2 2024.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.