Prosperity Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Prosperity Wealth Management’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
2024 Q4	–	Sell	-6,700	Closed	-$215K	–	242
2024 Q3	$215K	Buy	+6,700	New	+$199K	0.09%	173
2023 Q2	–	Sell	-12,210	Closed	-$362K	–	190
2023 Q1	$362K	Buy	12,210 +2,477	+25%	+$74.9K	0.29%	69
2022 Q4	$282K	Buy	+9,733	New	+$282K	0.27%	82

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prosperity Wealth Management's SRVR Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2024, closing a stake of 6,700 shares — an estimated $215K sold.

Prosperity Wealth Management first reported a position in SRVR in Q4 2022 and held it in 3 quarters. The position peaked at $362K in Q1 2023. 106 funds tracked by Wall St. Rank hold SRVR as of Q4 2024.

Prosperity Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Prosperity Wealth Management sold 6,700 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2024, an estimated $215K.
Prosperity Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2022 and held it in 3 quarters.
Prosperity Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $362K in Q1 2023.
106 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.