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tru Independence’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-200
Closed -$7 – 779
2020
Q2 		$7 Buy
+200
New +$6.74K ﹤0.01% 661

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

tru Independence's SRVR Position: Q3 2020 in Review

tru Independence sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2020, closing a stake of 200 shares — an estimated $7 sold.

tru Independence first reported a position in SRVR in Q2 2020 and held it in 1 quarter. The position peaked at $7 in Q2 2020. 115 funds tracked by Wall St. Rank hold SRVR as of Q3 2020.

  • tru Independence reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 200 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2020, an estimated $7.
  • tru Independence first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and held it in 1 quarter.
  • tru Independence's Pacer Data & Infrastructure Real Estate ETF position peaked at $7 in Q2 2020.
  • 115 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.