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Norris Financial Group’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Norris Financial Group’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
2020
Q4 		– Sell
-19,734
Closed -$697K – 79
2020
Q3 		$697K Buy
+19,734
New +$715K 0.59% 39

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Norris Financial Group's SRVR Position: Q4 2020 in Review

Norris Financial Group sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2020, closing a stake of 19,734 shares — an estimated $697K sold.

Norris Financial Group first reported a position in SRVR in Q3 2020 and held it in 1 quarter. The position peaked at $697K in Q3 2020. 130 funds tracked by Wall St. Rank hold SRVR as of Q4 2020.

  • Norris Financial Group reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Norris Financial Group sold 19,734 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2020, an estimated $697K.
  • Norris Financial Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and held it in 1 quarter.
  • Norris Financial Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $697K in Q3 2020.
  • 130 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2020.

Based on Norris Financial Group's 13F filing for Q4 2020, filed 2 Jun 2026.