Strategic Wealth Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Strategic Wealth Partners’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	$38.1K	Sell	1,200 -452	-27%	-$15.4K	﹤0.01%	583
2026 Q1	$51.6K	Sell	1,652 -244	-13%	-$7.68K	﹤0.01%	510
2025 Q4	$54.3K	Sell	1,896 -400	-17%	-$12.1K	﹤0.01%	507
2025 Q3	$72.7K	Buy	2,296 +1	+0%	+$32	0.01%	488
2025 Q2	$74.2K	Buy	+2,295	New	+$70.4K	0.01%	434
2021 Q4	–	Sell	-6,024	Closed	-$234K	–	299
2021 Q3	$234K	Buy	+6,024	New	+$247K	0.07%	218

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

Strategic Wealth Partners's SRVR Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 27% in Q2 2026, selling an estimated $15.4K and leaving 1,200 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Strategic Wealth Partners first reported a position in SRVR in Q3 2021 and has held it in 6 quarters since. The position peaked at $234K in Q3 2021. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Strategic Wealth Partners held 1,200 shares of Pacer Data & Infrastructure Real Estate ETF worth $38.1K as of Q2 2026.
Strategic Wealth Partners sold 452 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $15.4K.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #583 holding.
Strategic Wealth Partners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2021 and has held it in 6 quarters since.
Strategic Wealth Partners's Pacer Data & Infrastructure Real Estate ETF position peaked at $234K in Q3 2021.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.