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 Q3	$1.62K	Sell	57 -76	-57%	-$2.34K	﹤0.01%	718
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

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

Lodestone Wealth Management's SRVR Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 57% in Q3 2026, selling an estimated $2.34K and leaving 57 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Lodestone Wealth Management first reported a position in SRVR in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.1K in Q1 2026. 15 funds tracked by Wall St. Rank hold SRVR as of Q3 2026.

Lodestone Wealth Management held 57 shares of Pacer Data & Infrastructure Real Estate ETF worth $1.62K as of Q3 2026.
Lodestone Wealth Management sold 76 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2026, an estimated $2.34K.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #718 holding.
Lodestone Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
Lodestone Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $6.1K in Q1 2026.
15 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.