LPL Financial
SRVR icon

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

LPL Financial’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
Q1 		$10.9M Buy
348,582
+38,354
+12% +$1.21M ﹤0.01% 1929
2025
Q4 		$8.88M Buy
310,228
+7,912
+3% +$239K ﹤0.01% 2036
2025
Q3 		$9.58M Buy
302,316
+2,982
+1% +$94.8K ﹤0.01% 1906
2025
Q2 		$9.67M Sell
299,334
-30,375
-9% -$932K ﹤0.01% 1750
2025
Q1 		$9.68M Buy
329,709
+69,149
+27% +$2.09M ﹤0.01% 1633
2024
Q4 		$7.81M Sell
260,560
-13,355
-5% -$418K ﹤0.01% 1728
2024
Q3 		$8.8M Sell
273,915
-29,401
-10% -$875K ﹤0.01% 1552
2024
Q2 		$8.29M Sell
303,316
-29,458
-9% -$802K ﹤0.01% 1494
2024
Q1 		$9.53M Sell
332,774
-28,468
-8% -$821K 0.01% 1366
2023
Q4 		$10.8M Sell
361,242
-40,241
-10% -$1.09M 0.01% 1203
2023
Q3 		$10.4M Sell
401,483
-110,844
-22% -$3.17M 0.01% 1142
2023
Q2 		$15M Sell
512,327
-44,345
-8% -$1.29M 0.01% 918
2023
Q1 		$16.5M Sell
556,672
-45,118
-7% -$1.36M 0.01% 843
2022
Q4 		$17.5M Sell
601,790
-76,582
-11% -$2.22M 0.02% 761
2022
Q3 		$19.4M Sell
678,372
-25,122
-4% -$862K 0.02% 664
2022
Q2 		$24.2M Sell
703,494
-77,114
-10% -$2.83M 0.02% 573
2022
Q1 		$30.5M Sell
780,608
-24,302
-3% -$912K 0.03% 500
2021
Q4 		$34.8M Buy
804,910
+83,456
+12% +$3.39M 0.03% 464
2021
Q3 		$28.1M Buy
721,454
+78,342
+12% +$3.22M 0.03% 495
2021
Q2 		$25.9M Buy
643,112
+51,256
+9% +$1.98M 0.03% 496
2021
Q1 		$21.4M Sell
591,856
-71,433
-11% -$2.54M 0.02% 515
2020
Q4 		$23.8M Sell
663,289
-8,448
-1% -$300K 0.03% 415
2020
Q3 		$23.7M Buy
671,737
+37,391
+6% +$1.35M 0.04% 367
2020
Q2 		$22.6M Buy
634,346
+193,123
+44% +$6.51M 0.04% 342
2020
Q1 		$13.5M Buy
441,223
+168,418
+62% +$5.54M 0.03% 412
2019
Q4 		$8.89M Buy
272,805
+110,270
+68% +$3.48M 0.02% 621
2019
Q3 		$5.23M Buy
162,535
+107,509
+195% +$3.34M 0.01% 779
2019
Q2 		$1.63M Buy
+55,026
New +$1.6M ﹤0.01% 1367

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's SRVR Position: Q1 2026 in Review

LPL Financial increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 12% in Q1 2026, buying an estimated $1.21M and bringing the position to 348,582 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

LPL Financial first reported a position in SRVR in Q2 2019 and has held it in 28 quarters since. The position peaked at $34.8M in Q4 2021. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • LPL Financial held 348,582 shares of Pacer Data & Infrastructure Real Estate ETF worth $10.9M as of Q1 2026.
  • LPL Financial bought 38,354 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $1.21M.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1929 holding.
  • LPL Financial first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2019 and has held it in 28 quarters since.
  • LPL Financial's Pacer Data & Infrastructure Real Estate ETF position peaked at $34.8M in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.