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

Silverlake 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
2024 Q1	–	Sell	-7,849	Closed	-$234K	–	254
2023 Q4	$234K	Sell	7,849 -1,720	-18%	-$46.8K	0.13%	194
2023 Q3	$248K	Sell	9,569 -194	-2%	-$5.54K	0.14%	186
2023 Q2	$285K	Hold	9,763	–	–	0.16%	157
2023 Q1	$289K	Sell	9,763 -284	-3%	-$8.59K	0.18%	148
2022 Q4	$292K	Sell	10,047 -2,789	-22%	-$80.7K	0.18%	143
2022 Q3	$368K	Buy	12,836 +2	+0%	+$69	0.25%	103
2022 Q2	$442K	Sell	12,834 -42	-0.3%	-$1.54K	0.29%	85
2022 Q1	$503K	Sell	12,876 -4,035	-24%	-$151K	0.29%	85
2021 Q4	$732K	Buy	+16,911	New	+$687K	0.39%	63

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

Silverlake Wealth Management's SRVR Position: Q1 2024 in Review

Silverlake Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2024, closing a stake of 7,849 shares — an estimated $234K sold.

Silverlake Wealth Management first reported a position in SRVR in Q4 2021 and held it in 9 quarters. The position peaked at $732K in Q4 2021. 107 funds tracked by Wall St. Rank hold SRVR as of Q1 2024.

Silverlake Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Silverlake Wealth Management sold 7,849 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2024, an estimated $234K.
Silverlake Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 9 quarters.
Silverlake Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $732K in Q4 2021.
107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2024.

Based on Silverlake Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.