Total Clarity Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Total Clarity Wealth Management’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	-802	Closed	-$35K	–	825
2021 Q4	$35K	Buy	802 +627	+358%	+$25.5K	0.02%	464
2021 Q3	$7K	Buy	+175	New	+$7.18K	﹤0.01%	765
2021 Q2	–	Sell	-175	Closed	-$6K	–	671
2021 Q1	$6K	Buy	+175	New	+$6.22K	﹤0.01%	664

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Total Clarity Wealth Management's SRVR Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2022, closing a stake of 802 shares — an estimated $35K sold.

Total Clarity Wealth Management first reported a position in SRVR in Q1 2021 and held it in 3 quarters. The position peaked at $35K in Q4 2021. 171 funds tracked by Wall St. Rank hold SRVR as of Q1 2022.

Total Clarity Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 802 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2022, an estimated $35K.
Total Clarity Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 3 quarters.
Total Clarity Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $35K in Q4 2021.
171 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.