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Moors & Cabot’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Moors & Cabot’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
2022
Q1 		– Sell
-5,105
Closed -$221K – 963
2021
Q4 		$221K Buy
+5,105
New +$208K 0.01% 750
2020
Q4 		– Sell
-14,579
Closed -$515K – 777
2020
Q3 		$515K Sell
14,579
-849
-6% -$30.8K 0.05% 325
2020
Q2 		$549K Buy
15,428
+4,026
+35% +$136K 0.06% 290
2020
Q1 		$354K Buy
+11,402
New +$375K 0.05% 321

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moors & Cabot's SRVR Position: Q1 2022 in Review

Moors & Cabot sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2022, closing a stake of 5,105 shares — an estimated $221K sold.

Moors & Cabot first reported a position in SRVR in Q1 2020 and held it in 4 quarters. The position peaked at $549K in Q2 2020. 171 funds tracked by Wall St. Rank hold SRVR as of Q1 2022.

  • Moors & Cabot reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Moors & Cabot sold 5,105 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2022, an estimated $221K.
  • Moors & Cabot first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2020 and held it in 4 quarters.
  • Moors & Cabot's Pacer Data & Infrastructure Real Estate ETF position peaked at $549K in Q2 2020.
  • 171 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2022.

Based on Moors & Cabot's 13F filing for Q1 2022, filed 13 May 2022.