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

Realta Investment 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
2024 Q2	–	Sell	-265	Closed	-$7.59K	–	824
2024 Q1	$7.59K	Buy	+265	New	+$7.64K	﹤0.01%	716
2023 Q4	–	Sell	-257	Closed	-$7.5K	–	759
2023 Q3	$7.5K	Hold	257	–	–	﹤0.01%	693
2023 Q2	$7.5K	Buy	+257	New	+$7.46K	﹤0.01%	747
2023 Q1	–	Sell	-703	Closed	-$20.4K	–	782
2022 Q4	$20.4K	Buy	703 +1	+0.1%	+$29	0.01%	642
2022 Q3	$20K	Buy	+702	New	+$24.1K	0.01%	622
2020 Q4	–	Sell	-10,255	Closed	-$362K	–	350
2020 Q3	$362K	Buy	+10,255	New	+$372K	0.12%	197
2020 Q2	–	Sell	-6,973	Closed	-$214K	–	357
2020 Q1	$214K	Sell	6,973 -2,160	-24%	-$71K	0.09%	256
2019 Q4	$285K	Buy	9,133 +27	+0.3%	+$853	0.08%	275
2019 Q3	$291K	Buy	9,106 +4,693	+106%	+$146K	0.08%	260
2019 Q2	$131K	Buy	+4,413	New	+$128K	0.04%	429

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Realta Investment Advisors's SRVR Position: Q2 2024 in Review

Realta Investment Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2024, closing a stake of 265 shares — an estimated $7.59K sold.

Realta Investment Advisors first reported a position in SRVR in Q2 2019 and held it in 10 quarters. The position peaked at $362K in Q3 2020. 101 funds tracked by Wall St. Rank hold SRVR as of Q2 2024.

Realta Investment Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Realta Investment Advisors sold 265 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2024, an estimated $7.59K.
Realta Investment Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2019 and held it in 10 quarters.
Realta Investment Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $362K in Q3 2020.
101 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.