Planning Strategies’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Planning Strategies’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	$9.34K	Buy	+294	New	+$10K	0.01%	334

Other funds holding SRVR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Strategies's SRVR Position: Q2 2026 in Review

Planning Strategies opened a new position in Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2026: 294 shares worth $9.34K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings.

106 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Planning Strategies held 294 shares of Pacer Data & Infrastructure Real Estate ETF worth $9.34K as of Q2 2026.
Pacer Data & Infrastructure Real Estate ETF was a new Planning Strategies position in Q2 2026.
Pacer Data & Infrastructure Real Estate ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #334 holding.
106 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.