Stelac Advisory Services’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Stelac Advisory Services’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	$540K	Hold	17,000	–	–	0.1%	93
2026 Q1	$531K	Buy	+17,000	New	+$535K	0.11%	93
2021 Q3	–	Sell	-3,319	Closed	-$134K	–	270
2021 Q2	$134K	Buy	+3,319	New	+$128K	0.03%	247
2021 Q1	–	Sell	-12,687	Closed	-$455K	–	262
2020 Q4	$455K	Buy	12,687 +3,686	+41%	+$131K	0.12%	113
2020 Q3	$318K	Buy	+9,001	New	+$326K	0.11%	105

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stelac Advisory Services's SRVR Position: Q2 2026 in Review

Stelac Advisory Services held its Pacer Data & Infrastructure Real Estate ETF (SRVR) position steady in Q2 2026 at 17,000 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #93.

Stelac Advisory Services first reported a position in SRVR in Q3 2020 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Stelac Advisory Services held 17,000 shares of Pacer Data & Infrastructure Real Estate ETF worth $540K as of Q2 2026.
Stelac Advisory Services left its Pacer Data & Infrastructure Real Estate ETF share count unchanged in Q2 2026.
Pacer Data & Infrastructure Real Estate ETF made up 0.1% of Stelac Advisory Services's portfolio in Q2 2026, its #93 holding.
Stelac Advisory Services first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and has held it in 5 quarters since.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.