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

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-5
Closed -$161 – 582
2025
Q2 		$161 Buy
+5
New +$153 ﹤0.01% 528

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smallwood Wealth Investment Management's SRVR Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2025, closing a stake of 5 shares — an estimated $161 sold.

Smallwood Wealth Investment Management first reported a position in SRVR in Q2 2025 and held it in 1 quarter. The position peaked at $161 in Q2 2025. 107 funds tracked by Wall St. Rank hold SRVR as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 5 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2025, an estimated $161.
  • Smallwood Wealth Investment Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $161 in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.