PWPS
SRVR icon

Pinnacle Wealth Planning Services’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$187 Hold
6
– – ﹤0.01% 2691
2025
Q4 		$172 Buy
+6
New +$181 ﹤0.01% 2720
2021
Q1 		– Sell
-11
Closed – – 1722
2020
Q4 		$0 Buy
+11
New +$391 ﹤0.01% 2309

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's SRVR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Pacer Data & Infrastructure Real Estate ETF (SRVR) position steady in Q1 2026 at 6 shares worth $187. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

Pinnacle Wealth Planning Services first reported a position in SRVR in Q4 2020 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6 shares of Pacer Data & Infrastructure Real Estate ETF worth $187 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Pacer Data & Infrastructure Real Estate ETF share count unchanged in Q1 2026.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2691 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2020 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.