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Steward Partners Investment Advisory’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$43.7K Sell
1,399
-133
-9% -$4.19K ﹤0.01% 2862
2025
Q4 		$43.9K Sell
1,532
-135
-8% -$4.07K ﹤0.01% 2743
2025
Q3 		$52.8K Sell
1,667
-396
-19% -$12.6K ﹤0.01% 2583
2025
Q2 		$66.7K Sell
2,063
-124
-6% -$3.8K ﹤0.01% 2324
2025
Q1 		$64.2K Buy
2,187
+687
+46% +$20.8K ﹤0.01% 2249
2024
Q4 		$45K Sell
1,500
-139
-8% -$4.35K ﹤0.01% 2391
2024
Q3 		$52.7K Buy
1,639
+742
+83% +$22.1K ﹤0.01% 2208
2024
Q2 		$24.5K Sell
897
-164
-15% -$4.46K ﹤0.01% 2431
2024
Q1 		$30.4K Buy
1,061
+121
+13% +$3.49K ﹤0.01% 2336
2023
Q4 		$28K Sell
940
-1,300
-58% -$35.3K ﹤0.01% 2233
2023
Q3 		$58K Sell
2,240
-55,517
-96% -$1.59M ﹤0.01% 1841
2023
Q2 		$1.69M Sell
57,757
-9,356
-14% -$271K 0.03% 532
2023
Q1 		$1.99M Sell
67,113
-1,367
-2% -$41.3K 0.03% 463
2022
Q4 		$1.99M Buy
68,480
+3,206
+5% +$92.8K 0.03% 452
2022
Q3 		$1.87M Sell
65,274
-1,039
-2% -$35.7K 0.03% 452
2022
Q2 		$2.28M Buy
66,313
+733
+1% +$26.9K 0.04% 397
2022
Q1 		$2.56M Buy
65,580
+1,056
+2% +$39.6K 0.04% 403
2021
Q4 		$2.79M Sell
64,524
-9,933
-13% -$404K 0.04% 398
2021
Q3 		$2.9M Buy
74,457
+1,292
+2% +$53K 0.05% 360
2021
Q2 		$2.95M Sell
73,165
-1,057
-1% -$40.9K 0.05% 359
2021
Q1 		$2.69M Buy
74,222
+6,849
+10% +$244K 0.05% 364
2020
Q4 		$2.42M Buy
67,373
+17,139
+34% +$609K 0.05% 332
2020
Q3 		$1.77M Sell
50,234
-1,147
-2% -$41.6K 0.04% 345
2020
Q2 		$1.83M Buy
51,381
+2,131
+4% +$71.8K 0.05% 324
2020
Q1 		$1.51M Buy
49,250
+3,662
+8% +$120K 0.06% 307
2019
Q4 		$1.49M Buy
+45,588
New +$1.44M 0.04% 357

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's SRVR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 8.7% in Q1 2026, selling an estimated $4.19K and leaving 1,399 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Steward Partners Investment Advisory first reported a position in SRVR in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.95M in Q2 2021. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Steward Partners Investment Advisory held 1,399 shares of Pacer Data & Infrastructure Real Estate ETF worth $43.7K as of Q1 2026.
  • Steward Partners Investment Advisory sold 133 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $4.19K.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2862 holding.
  • Steward Partners Investment Advisory first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's Pacer Data & Infrastructure Real Estate ETF position peaked at $2.95M in Q2 2021.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.