SHP Wealth Management
SRVR icon

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
Q2 		– Sell
-130
Closed -$4.06K – 2074
2026
Q1 		$4.06K Buy
+130
New +$4.09K ﹤0.01% 1120

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Foster & Motley
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SHP Wealth Management's SRVR Position: Q2 2026 in Review

SHP Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2026, closing a stake of 130 shares — an estimated $4.06K sold.

SHP Wealth Management first reported a position in SRVR in Q1 2026 and held it in 1 quarter. The position peaked at $4.06K in Q1 2026. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

  • SHP Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 130 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $4.06K.
  • SHP Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $4.06K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.