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

Sonora 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
2021 Q3	$39K	Buy	+1,000	New	+$41.1K	﹤0.01%	476
2021 Q1	–	Sell	-50	Closed	-$2K	–	1794
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	1595
2020 Q3	$2K	Buy	+50	New	+$1.81K	﹤0.01%	1646

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Sonora Investment Management's SRVR Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2021: 1,000 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in SRVR as recently as Q4 2020.

Sonora Investment Management first reported a position in SRVR in Q3 2020 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2021.

Sonora Investment Management held 1,000 shares of Pacer Data & Infrastructure Real Estate ETF worth $39K as of Q3 2021.
Pacer Data & Infrastructure Real Estate ETF was a new Sonora Investment Management position in Q3 2021.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #476 holding.
Sonora Investment Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and has held it in 3 quarters since.
142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.