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

RiverTree 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
2021 Q4	–	Sell	-56,732	Closed	-$2.21M	–	48
2021 Q3	$2.21M	Sell	56,732 -8,021	-12%	-$329K	1.51%	23
2021 Q2	$2.61M	Sell	64,753 -547	-0.8%	-$21.2K	1.77%	23
2021 Q1	$2.36M	Buy	65,300 +5,799	+10%	+$206K	1.66%	24
2020 Q4	$2.13M	Buy	+59,501	New	+$2.11M	1.71%	21

Other funds holding SRVR

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

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

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

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

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

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

RiverTree Advisors's SRVR Position: Q4 2021 in Review

RiverTree Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2021, closing a stake of 56,732 shares — an estimated $2.21M sold.

RiverTree Advisors first reported a position in SRVR in Q4 2020 and held it in 4 quarters. The position peaked at $2.61M in Q2 2021. 174 funds tracked by Wall St. Rank hold SRVR as of Q4 2021.

RiverTree Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2021 after selling out during the quarter.
RiverTree Advisors sold 56,732 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2021, an estimated $2.21M.
RiverTree Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2020 and held it in 4 quarters.
RiverTree Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $2.61M in Q2 2021.
174 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2021.

Based on RiverTree Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.