SAG
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SageView Advisory Group’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

SageView Advisory Group’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
2026
Q1 		– Sell
-327
Closed -$9.36K – 2188
2025
Q4 		$9.36K Buy
+327
New +$9.86K ﹤0.01% 1740

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SageView Advisory Group's SRVR Position: Q1 2026 in Review

SageView Advisory Group sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 327 shares — an estimated $9.36K sold.

SageView Advisory Group first reported a position in SRVR in Q4 2025 and held it in 1 quarter. The position peaked at $9.36K in Q4 2025. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • SageView Advisory Group reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 327 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $9.36K.
  • SageView Advisory Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $9.36K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.