Laurel Wealth Advisors (California)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Laurel Wealth Advisors (California)’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 Q2	–	Sell	-87,856	Closed	-$3.43M	–	745
2022 Q1	$3.43M	Sell	87,856 -2,075	-2%	-$77.9K	0.28%	84
2021 Q4	$3.89M	Buy	+89,931	New	+$3.66M	0.3%	83
2021 Q3	–	Sell	-94,432	Closed	-$3.81M	–	505
2021 Q2	$3.81M	Sell	94,432 -4,068	-4%	-$157K	0.49%	44
2021 Q1	$3.57M	Sell	98,500 -31,082	-24%	-$1.11M	0.54%	38
2020 Q4	$4.65M	Buy	129,582 +9,561	+8%	+$340K	0.68%	31
2020 Q3	$4.24M	Buy	+120,021	New	+$4.35M	0.7%	29

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s SRVR Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2022, closing a stake of 87,856 shares — an estimated $3.43M sold.

Laurel Wealth Advisors (California) first reported a position in SRVR in Q3 2020 and held it in 6 quarters. The position peaked at $4.65M in Q4 2020. 156 funds tracked by Wall St. Rank hold SRVR as of Q2 2022.

Laurel Wealth Advisors (California) reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 87,856 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2022, an estimated $3.43M.
Laurel Wealth Advisors (California) first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and held it in 6 quarters.
Laurel Wealth Advisors (California)'s Pacer Data & Infrastructure Real Estate ETF position peaked at $4.65M in Q4 2020.
156 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.