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

Ritholtz 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
2021
Q3 		– Sell
-6,628
Closed -$267K – 575
2021
Q2 		$267K Buy
+6,628
New +$256K 0.02% 394

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Ritholtz Wealth Management's SRVR Position: Q3 2021 in Review

Ritholtz Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2021, closing a stake of 6,628 shares — an estimated $267K sold.

Ritholtz Wealth Management first reported a position in SRVR in Q2 2021 and held it in 1 quarter. The position peaked at $267K in Q2 2021. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2021.

  • Ritholtz Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,628 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2021, an estimated $267K.
  • Ritholtz Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2021 and held it in 1 quarter.
  • Ritholtz Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $267K in Q2 2021.
  • 142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2021.

Based on Ritholtz Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.