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

Sequoia Financial 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 Q1	–	Sell	-7,295	Closed	-$217K	–	1275
2023 Q4	$217K	Buy	+7,295	New	+$198K	﹤0.01%	1078
2023 Q3	–	Sell	-6,968	Closed	-$203K	–	1006
2023 Q2	$203K	Buy	+6,968	New	+$202K	﹤0.01%	862
2022 Q2	–	Sell	-6,062	Closed	-$237K	–	672
2022 Q1	$237K	Buy	+6,062	New	+$228K	0.01%	566

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Sequoia Financial Advisors's SRVR Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2024, closing a stake of 7,295 shares — an estimated $217K sold.

Sequoia Financial Advisors first reported a position in SRVR in Q1 2022 and held it in 3 quarters. The position peaked at $237K in Q1 2022. 107 funds tracked by Wall St. Rank hold SRVR as of Q1 2024.

Sequoia Financial Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 7,295 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2024, an estimated $217K.
Sequoia Financial Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2022 and held it in 3 quarters.
Sequoia Financial Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $237K in Q1 2022.
107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.