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Lodestone Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Lodestone Wealth 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
2026
Q2 		$4.22K Sell
133
-62
-32% -$2.11K ﹤0.01% 613
2026
Q1 		$6.1K Sell
195
-3
-2% -$94 ﹤0.01% 564
2025
Q4 		$5.67K Buy
+198
New +$5.97K ﹤0.01% 571

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lodestone Wealth Management's SRVR Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 32% in Q2 2026, selling an estimated $2.11K and leaving 133 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Lodestone Wealth Management first reported a position in SRVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.1K in Q1 2026. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

  • Lodestone Wealth Management held 133 shares of Pacer Data & Infrastructure Real Estate ETF worth $4.22K as of Q2 2026.
  • Lodestone Wealth Management sold 62 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $2.11K.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #613 holding.
  • Lodestone Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $6.1K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.