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

Optimum Investment 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
2024
Q4 		– Sell
-200
Closed -$6.43K – 642
2024
Q3 		$6.43K Sell
200
-500
-71% -$14.9K ﹤0.01% 555
2024
Q2 		$19.1K Hold
700
– – 0.01% 452
2024
Q1 		$20.1K Hold
700
– – 0.01% 455
2023
Q4 		$20.9K Hold
700
– – 0.01% 445
2023
Q3 		$18.1K Hold
700
– – 0.01% 482
2023
Q2 		$20.4K Sell
700
-200
-22% -$5.8K 0.01% 473
2023
Q1 		$26.7K Hold
900
– – 0.01% 446
2022
Q4 		$26.1K Hold
900
– – 0.01% 455
2022
Q3 		$26K Hold
900
– – 0.01% 463
2022
Q2 		$31K Hold
900
– – 0.02% 464
2022
Q1 		$35K Sell
900
-500
-36% -$18.8K 0.01% 501
2021
Q4 		$61K Hold
1,400
– – 0.02% 428
2021
Q3 		$54K Sell
1,400
-1,125
-45% -$46.2K 0.02% 443
2021
Q2 		$102K Buy
2,525
+4
+0.2% +$155 0.03% 377
2021
Q1 		$91K Sell
2,521
-2,117
-46% -$75.3K 0.03% 386
2020
Q4 		$166K Hold
4,638
– – 0.05% 270
2020
Q3 		$164K Buy
4,638
+9
+0.2% +$326 0.06% 256
2020
Q2 		$165K Buy
4,629
+1,473
+47% +$49.7K 0.06% 258
2020
Q1 		$97K Buy
+3,156
New +$104K 0.04% 312

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's SRVR Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2024, closing a stake of 200 shares — an estimated $6.43K sold.

Optimum Investment Advisors first reported a position in SRVR in Q1 2020 and held it in 19 quarters. The position peaked at $166K in Q4 2020. 106 funds tracked by Wall St. Rank hold SRVR as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2024, an estimated $6.43K.
  • Optimum Investment Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2020 and held it in 19 quarters.
  • Optimum Investment Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $166K in Q4 2020.
  • 106 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.