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

PSI 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
2025
Q1 		– Sell
-990
Closed -$29.7K – 929
2024
Q4 		$29.7K Buy
990
+207
+26% +$6.48K 0.01% 347
2024
Q3 		$25.2K Sell
783
-611
-44% -$18.2K 0.01% 384
2024
Q2 		$38.1K Sell
1,394
-335
-19% -$9.12K 0.01% 291
2024
Q1 		$49.5K Sell
1,729
-83
-5% -$2.39K 0.02% 251
2023
Q4 		$54K Buy
1,812
+1
+0.1% +$27 0.02% 250
2023
Q3 		$46.9K Buy
1,811
+36
+2% +$1.03K 0.02% 255
2023
Q2 		$51.8K Sell
1,775
-250
-12% -$7.25K 0.02% 239
2023
Q1 		$60K Sell
2,025
-314
-13% -$9.49K 0.03% 203
2022
Q4 		$67.9K Sell
2,339
-3,559
-60% -$103K 0.04% 187
2022
Q3 		$169K Buy
5,898
+22
+0.4% +$755 0.09% 120
2022
Q2 		$202K Buy
5,876
+29
+0.5% +$1.06K 0.1% 123
2022
Q1 		$228K Buy
5,847
+40
+0.7% +$1.5K 0.09% 131
2021
Q4 		$251K Buy
5,807
+139
+2% +$5.65K 0.1% 134
2021
Q3 		$221K Buy
5,668
+232
+4% +$9.53K 0.1% 137
2021
Q2 		$219K Buy
+5,436
New +$210K 0.12% 126
2021
Q1 		– Sell
-6,717
Closed -$240K – 143
2020
Q4 		$240K Buy
6,717
+238
+4% +$8.45K 0.17% 111
2020
Q3 		$228K Buy
6,479
+420
+7% +$15.2K 0.17% 106
2020
Q2 		$215K Buy
+6,059
New +$204K 0.17% 104
2020
Q1 		– Sell
-3,432
Closed -$111K – 521
2019
Q4 		$111K Buy
+3,432
New +$108K 0.07% 185

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PSI Advisors's SRVR Position: Q1 2025 in Review

PSI Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2025, closing a stake of 990 shares — an estimated $29.7K sold.

PSI Advisors first reported a position in SRVR in Q4 2019 and held it in 19 quarters. The position peaked at $251K in Q4 2021. 105 funds tracked by Wall St. Rank hold SRVR as of Q1 2025.

  • PSI Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 990 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2025, an estimated $29.7K.
  • PSI Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2019 and held it in 19 quarters.
  • PSI Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $251K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.