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

Proactive Wealth 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 Q3	$695K	Sell	24,542 -381	-2%	-$11.7K	0.11%	126
2026 Q2	$792K	Buy	24,923 +54	+0.2%	+$1.84K	0.13%	120
2026 Q1	$776K	Buy	24,869 +12,424	+100%	+$391K	0.15%	114
2025 Q4	$356K	Sell	12,445 -254	-2%	-$7.66K	0.14%	111
2025 Q3	$402K	Buy	12,699 +53	+0.4%	+$1.69K	0.17%	98
2025 Q2	$409K	Buy	12,646 +44	+0.3%	+$1.35K	0.19%	95
2025 Q1	$370K	Sell	12,602 -728	-5%	-$22K	0.2%	96
2024 Q4	$400K	Sell	13,330 -97	-0.7%	-$3.04K	0.21%	91
2024 Q3	$432K	Buy	+13,427	New	+$400K	0.24%	84

Other funds holding SRVR

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Proactive Wealth Strategies's SRVR Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 1.5% in Q3 2026, selling an estimated $11.7K and leaving 24,542 shares worth $695K. The position accounts for 0.11% of the portfolio, ranked #126.

Proactive Wealth Strategies first reported a position in SRVR in Q3 2024 and has held it in 9 quarters since. The position peaked at $792K in Q2 2026. 64 funds tracked by Wall St. Rank hold SRVR as of Q3 2026.

Proactive Wealth Strategies held 24,542 shares of Pacer Data & Infrastructure Real Estate ETF worth $695K as of Q3 2026.
Proactive Wealth Strategies sold 381 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2026, an estimated $11.7K.
Pacer Data & Infrastructure Real Estate ETF made up 0.11% of Proactive Wealth Strategies's portfolio in Q3 2026, its #126 holding.
Proactive Wealth Strategies first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's Pacer Data & Infrastructure Real Estate ETF position peaked at $792K in Q2 2026.
64 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.