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

SHP 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
2026 Q1	$4.06K	Buy	+130	New	+$4.09K	﹤0.01%	1120

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SHP Wealth Management's SRVR Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026: 130 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings.

104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

SHP Wealth Management held 130 shares of Pacer Data & Infrastructure Real Estate ETF worth $4.06K as of Q1 2026.
Pacer Data & Infrastructure Real Estate ETF was a new SHP Wealth Management position in Q1 2026.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1120 holding.
104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.