Mid Atlantic Financial Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$564K	Buy	14,502 +247	+2%	+$10.1K	0.04%	418
2021 Q2	$575K	Sell	14,255 -53	-0.4%	-$2.05K	0.04%	422
2021 Q1	$518K	Sell	14,308 -181	-1%	-$6.44K	0.04%	418
2020 Q4	$519K	Buy	14,489 +886	+7%	+$31.5K	0.04%	384
2020 Q3	$485K	Sell	13,603 -81	-0.6%	-$2.93K	0.04%	366
2020 Q2	$486K	Buy	+13,684	New	+$461K	0.05%	341

Other funds holding SRVR

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Mid Atlantic Financial Management's SRVR Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 1.7% in Q3 2021, buying an estimated $10.1K and bringing the position to 14,502 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #418.

Mid Atlantic Financial Management first reported a position in SRVR in Q2 2020 and has held it in 6 quarters since. The position peaked at $575K in Q2 2021. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2021.

Mid Atlantic Financial Management held 14,502 shares of Pacer Data & Infrastructure Real Estate ETF worth $564K as of Q3 2021.
Mid Atlantic Financial Management bought 247 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2021, an estimated $10.1K.
Pacer Data & Infrastructure Real Estate ETF made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #418 holding.
Mid Atlantic Financial Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and has held it in 6 quarters since.
Mid Atlantic Financial Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $575K in Q2 2021.
142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.