MSWA
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Marshall & Sterling Wealth Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.1K Sell
471
-7,792
-94% -$250K 0.01% 283
2025
Q1 		$243K Sell
8,263
-5,315
-39% -$156K 0.16% 77
2024
Q4 		$407K Buy
+13,578
New +$407K 0.28% 62