U.S. Capital Wealth Advisors’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-44,065	Closed	-$1.28M	–	1414
2022 Q4	$1.28M	Buy	44,065 +195	+0.4%	+$5.65K	0.06%	285
2022 Q3	$1.26M	Sell	43,870 -17,414	-28%	-$598K	0.06%	287
2022 Q2	$2.11M	Sell	61,284 -1,200	-2%	-$44K	0.09%	204
2022 Q1	$2.44M	Buy	62,484 +455	+0.7%	+$17.1K	0.09%	211
2021 Q4	$2.69M	Buy	62,029 +1,430	+2%	+$58.1K	0.11%	209
2021 Q3	$2.36M	Buy	+60,599	New	+$2.49M	0.1%	220

Other funds holding SRVR

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

U.S. Capital Wealth Advisors's SRVR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2023, closing a stake of 44,065 shares — an estimated $1.28M sold.

U.S. Capital Wealth Advisors first reported a position in SRVR in Q3 2021 and held it in 6 quarters. The position peaked at $2.69M in Q4 2021. 123 funds tracked by Wall St. Rank hold SRVR as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 44,065 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2023, an estimated $1.28M.
U.S. Capital Wealth Advisors first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Pacer Data & Infrastructure Real Estate ETF position peaked at $2.69M in Q4 2021.
123 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.