Tyler-Stone Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-300	Closed	-$8.2K	–	864
2024 Q2	$8.2K	Hold	300	–	–	﹤0.01%	685
2024 Q1	$8.6K	Hold	300	–	–	﹤0.01%	676
2023 Q4	$8.94K	Hold	300	–	–	﹤0.01%	652
2023 Q3	$8K	Hold	300	–	–	﹤0.01%	655
2023 Q2	$9K	Buy	+300	New	+$8.7K	0.01%	637
2022 Q4	$9K	Hold	300	–	–	0.01%	583
2022 Q3	$9K	Hold	300	–	–	0.01%	561
2022 Q2	$10K	Hold	300	–	–	0.01%	561
2022 Q1	$12K	Sell	300 -2,700	-90%	-$101K	0.01%	546
2021 Q4	$130K	Buy	+3,000	New	+$122K	0.07%	238

Other funds holding SRVR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's SRVR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2024, closing a stake of 300 shares — an estimated $8.2K sold.

Tyler-Stone Wealth Management first reported a position in SRVR in Q4 2021 and held it in 10 quarters. The position peaked at $130K in Q4 2021. 108 funds tracked by Wall St. Rank hold SRVR as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 300 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2024, an estimated $8.2K.
Tyler-Stone Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $130K in Q4 2021.
108 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.