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

Phoenix Financial’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
2021
Q2 		– Sell
-70,866
Closed -$2.56M – 404
2021
Q1 		$2.56M Buy
+70,866
New +$2.52M 0.06% 190

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
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Phoenix Financial's SRVR Position: Q2 2021 in Review

Phoenix Financial sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2021, closing a stake of 70,866 shares — an estimated $2.56M sold.

Phoenix Financial first reported a position in SRVR in Q1 2021 and held it in 1 quarter. The position peaked at $2.56M in Q1 2021. 148 funds tracked by Wall St. Rank hold SRVR as of Q2 2021.

  • Phoenix Financial reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Phoenix Financial sold 70,866 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2021, an estimated $2.56M.
  • Phoenix Financial first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 1 quarter.
  • Phoenix Financial's Pacer Data & Infrastructure Real Estate ETF position peaked at $2.56M in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2021.

Based on Phoenix Financial's 13F filing for Q2 2021, filed 10 Aug 2021.