Meitav Investment House’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Meitav Investment House’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
2024 Q1	–	Sell	-54,720	Closed	-$1.63M	–	342
2023 Q4	$1.63M	Sell	54,720 -43,316	-44%	-$1.18M	0.02%	169
2023 Q3	$2.53M	Hold	98,036	–	–	0.04%	145
2023 Q2	$2.85M	Hold	98,036	–	–	0.05%	155
2023 Q1	$2.93M	Hold	98,036	–	–	0.05%	160
2022 Q4	$2.88M	Hold	98,036	–	–	0.05%	167
2022 Q3	$2.79M	Hold	98,036	–	–	0.05%	174
2022 Q2	$3.38M	Buy	+98,036	New	+$3.6M	0.06%	161
2021 Q3	–	Sell	-40,518	Closed	-$1.63M	–	438
2021 Q2	$1.63M	Buy	+40,518	New	+$1.57M	0.04%	193

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Meitav Investment House's SRVR Position: Q1 2024 in Review

Meitav Investment House sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2024, closing a stake of 54,720 shares — an estimated $1.63M sold.

Meitav Investment House first reported a position in SRVR in Q2 2021 and held it in 8 quarters. The position peaked at $3.38M in Q2 2022. 107 funds tracked by Wall St. Rank hold SRVR as of Q1 2024.

Meitav Investment House reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 54,720 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2024, an estimated $1.63M.
Meitav Investment House first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2021 and held it in 8 quarters.
Meitav Investment House's Pacer Data & Infrastructure Real Estate ETF position peaked at $3.38M in Q2 2022.
107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.