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Secure Asset Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Secure Asset 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
Q4 		– Sell
-5,164
Closed -$201K – 220
2021
Q3 		$201K Buy
+5,164
New +$212K 0.1% 172

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
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
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

Secure Asset Management's SRVR Position: Q4 2021 in Review

Secure Asset Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2021, closing a stake of 5,164 shares — an estimated $201K sold.

Secure Asset Management first reported a position in SRVR in Q3 2021 and held it in 1 quarter. The position peaked at $201K in Q3 2021. 174 funds tracked by Wall St. Rank hold SRVR as of Q4 2021.

  • Secure Asset Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Secure Asset Management sold 5,164 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2021, an estimated $201K.
  • Secure Asset Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2021 and held it in 1 quarter.
  • Secure Asset Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $201K in Q3 2021.
  • 174 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2021.

Based on Secure Asset Management's 13F filing for Q4 2021, filed 24 Jan 2022.