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

Tradition 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
Q4 		– Sell
-177
Closed -$5K – 1210
2022
Q3 		$5K Buy
177
+1
+0.6% +$34 ﹤0.01% 1079
2022
Q2 		$6K Buy
176
+1
+0.6% +$37 ﹤0.01% 929
2022
Q1 		$7K Buy
+175
New +$6.57K ﹤0.01% 982

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's SRVR Position: Q4 2022 in Review

Tradition Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2022, closing a stake of 177 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in SRVR in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 136 funds tracked by Wall St. Rank hold SRVR as of Q4 2022.

  • Tradition Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 177 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2022, an estimated $5K.
  • Tradition Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2022 and held it in 3 quarters.
  • Tradition Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $7K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.