Summit Financial’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Summit Financial’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	$429K	Sell	13,512 -2,534	-16%	-$86.3K	﹤0.01%	1162
2026 Q1	$501K	Sell	16,046 -93,265	-85%	-$2.94M	0.01%	995
2025 Q4	$3.18M	Buy	109,311 +6,935	+7%	+$209K	0.05%	367
2025 Q3	$3.24M	Buy	+102,376	New	+$3.26M	0.05%	359

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

Summit Financial's SRVR Position: Q2 2026 in Review

Summit Financial reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 16% in Q2 2026, selling an estimated $86.3K and leaving 13,512 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Summit Financial first reported a position in SRVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.24M in Q3 2025. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Summit Financial held 13,512 shares of Pacer Data & Infrastructure Real Estate ETF worth $429K as of Q2 2026.
Summit Financial sold 2,534 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2026, an estimated $86.3K.
Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1162 holding.
Summit Financial first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial's Pacer Data & Infrastructure Real Estate ETF position peaked at $3.24M in Q3 2025.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.