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

Plotkin Financial 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
2022 Q3	–	Sell	-6,797	Closed	-$234K	–	71
2022 Q2	$234K	Buy	+6,797	New	+$250K	0.22%	61
2022 Q1	–	Sell	-4,807	Closed	-$208K	–	89
2021 Q4	$208K	Buy	+4,807	New	+$195K	0.13%	83

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Plotkin Financial Advisors's SRVR Position: Q3 2022 in Review

Plotkin Financial Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2022, closing a stake of 6,797 shares — an estimated $234K sold.

Plotkin Financial Advisors first reported a position in SRVR in Q4 2021 and held it in 2 quarters. The position peaked at $234K in Q2 2022. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2022.

Plotkin Financial Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Plotkin Financial Advisors sold 6,797 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2022, an estimated $234K.
Plotkin Financial Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 2 quarters.
Plotkin Financial Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $234K in Q2 2022.
142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2022.

Based on Plotkin Financial Advisors's 13F filing for Q3 2022, filed 15 Nov 2024.