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SRVR icon

NewEdge Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

NewEdge Advisors’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
2026
Q2 		$45.9K Sell
1,444
-2
-0.1% -$68 ﹤0.01% 3139
2026
Q1 		$45.1K Buy
1,446
+17
+1% +$535 ﹤0.01% 2958
2025
Q4 		$40.9K Sell
1,429
-150
-9% -$4.52K ﹤0.01% 3011
2025
Q3 		$50K Sell
1,579
-619
-28% -$19.7K ﹤0.01% 2826
2025
Q2 		$71K Buy
2,198
+6
+0.3% +$184 ﹤0.01% 2558
2025
Q1 		$64.3K Buy
2,192
+3
+0.1% +$91 ﹤0.01% 2465
2024
Q4 		$65.6K Sell
2,189
-327
-13% -$10.2K ﹤0.01% 2419
2024
Q3 		$80.9K Sell
2,516
-145
-5% -$4.32K ﹤0.01% 2263
2024
Q2 		$72.7K Sell
2,661
-1,369
-34% -$37.3K ﹤0.01% 2216
2024
Q1 		$115K Sell
4,030
-605
-13% -$17.4K ﹤0.01% 2023
2023
Q4 		$138K Buy
4,635
+1,118
+32% +$30.4K ﹤0.01% 1836
2023
Q3 		$91K Buy
3,517
+902
+34% +$25.8K ﹤0.01% 1870
2023
Q2 		$76.4K Hold
2,615
– – ﹤0.01% 1944
2023
Q1 		$77.5K Sell
2,615
-10,261
-80% -$310K ﹤0.01% 1834
2022
Q4 		$296K Sell
12,876
-45,361
-78% -$1.31M 0.01% 1011
2022
Q3 		$1.67M Sell
58,237
-28,677
-33% -$984K 0.03% 476
2022
Q2 		$2.99M Buy
86,914
+5,140
+6% +$189K 0.05% 342
2022
Q1 		$3.19M Buy
81,774
+9,144
+13% +$343K 0.05% 322
2021
Q4 		$3.14M Buy
72,630
+16,782
+30% +$682K 0.05% 330
2021
Q3 		$2.17M Buy
55,848
+11,918
+27% +$489K 0.05% 301
2021
Q2 		$1.77M Buy
43,930
+4,122
+10% +$159K 0.05% 341
2021
Q1 		$1.44M Sell
39,808
-965
-2% -$34.3K 0.04% 360
2020
Q4 		$1.46M Buy
+40,773
New +$1.45M 0.05% 323

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors's SRVR Position: Q2 2026 in Review

NewEdge Advisors reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 0.14% in Q2 2026, selling an estimated $68 and leaving 1,444 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3139.

NewEdge Advisors first reported a position in SRVR in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.19M in Q1 2022. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

  • NewEdge Advisors held 1,444 shares of Pacer Data & Infrastructure Real Estate ETF worth $45.9K as of Q2 2026.
  • NewEdge Advisors sold 2 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $68.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3139 holding.
  • NewEdge Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $3.19M in Q1 2022.
  • 111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.