SEA
SRVR icon

Stegent Equity Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Stegent Equity Advisors’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
2022
Q1 		– Sell
-72,918
Closed -$3.15M – 110
2021
Q4 		$3.15M Buy
+72,918
New +$2.96M 2.56% 7

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stegent Equity Advisors's SRVR Position: Q1 2022 in Review

Stegent Equity Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2022, closing a stake of 72,918 shares — an estimated $3.15M sold.

Stegent Equity Advisors first reported a position in SRVR in Q4 2021 and held it in 1 quarter. The position peaked at $3.15M in Q4 2021. 171 funds tracked by Wall St. Rank hold SRVR as of Q1 2022.

  • Stegent Equity Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Stegent Equity Advisors sold 72,918 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2022, an estimated $3.15M.
  • Stegent Equity Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Stegent Equity Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $3.15M in Q4 2021.
  • 171 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2022.

Based on Stegent Equity Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.