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Napa Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Napa Wealth 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
2025
Q1 		– Sell
-17,395
Closed -$522K – 207
2024
Q4 		$522K Buy
+17,395
New +$544K 0.23% 123

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Napa Wealth Management's SRVR Position: Q1 2025 in Review

Napa Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2025, closing a stake of 17,395 shares — an estimated $522K sold.

Napa Wealth Management first reported a position in SRVR in Q4 2024 and held it in 1 quarter. The position peaked at $522K in Q4 2024. 105 funds tracked by Wall St. Rank hold SRVR as of Q1 2025.

  • Napa Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 17,395 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2025, an estimated $522K.
  • Napa Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • Napa Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $522K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.