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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
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

FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Proactive Wealth Strategies's SRVR Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 0.22% in Q2 2026, buying an estimated $1.84K and bringing the position to 24,923 shares worth $792K. The position accounts for 0.13% of the portfolio, ranked #120.

Proactive Wealth Strategies first reported a position in SRVR in Q3 2024 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

  • Proactive Wealth Strategies held 24,923 shares of Pacer Data & Infrastructure Real Estate ETF worth $792K as of Q2 2026.
  • Proactive Wealth Strategies bought 54 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $1.84K.
  • Pacer Data & Infrastructure Real Estate ETF made up 0.13% of Proactive Wealth Strategies's portfolio in Q2 2026, its #120 holding.
  • Proactive Wealth Strategies first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • 67 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.