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

TRUADVICE’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
-12,261
Closed -$450K – 139
2021
Q4 		$450K Buy
12,261
+44
+0.4% +$1.79K 0.42% 68
2021
Q3 		$496K Sell
12,217
-31,845
-72% -$1.31M 0.45% 66
2021
Q2 		$1.78M Buy
44,062
+2,957
+7% +$114K 0.39% 61
2021
Q1 		$1.57M Buy
41,105
+2,465
+6% +$87.7K 0.47% 54
2020
Q4 		$1.41M Buy
38,640
+6,614
+21% +$235K 0.43% 54
2020
Q3 		$1.16M Buy
+32,026
New +$1.16M 0.47% 53

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
Northwestern Mutual Wealth Management
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
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRUADVICE's SRVR Position: Q1 2022 in Review

TRUADVICE sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2022, closing a stake of 12,261 shares — an estimated $450K sold.

TRUADVICE first reported a position in SRVR in Q3 2020 and held it in 6 quarters. The position peaked at $1.78M in Q2 2021. 171 funds tracked by Wall St. Rank hold SRVR as of Q1 2022.

  • TRUADVICE reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • TRUADVICE sold 12,261 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2022, an estimated $450K.
  • TRUADVICE first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and held it in 6 quarters.
  • TRUADVICE's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.78M in Q2 2021.
  • 171 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2022.

Based on TRUADVICE's 13F filing for Q1 2022, filed 10 May 2022.