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

UMB Bank’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
Q4 		– Sell
-34
Closed -$880 – 1740
2023
Q3 		$880 Buy
+34
New +$971 ﹤0.01% 1616

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UMB Bank's SRVR Position: Q4 2023 in Review

UMB Bank sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2023, closing a stake of 34 shares — an estimated $880 sold.

UMB Bank first reported a position in SRVR in Q3 2023 and held it in 1 quarter. The position peaked at $880 in Q3 2023. 122 funds tracked by Wall St. Rank hold SRVR as of Q4 2023.

  • UMB Bank reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • UMB Bank sold 34 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2023, an estimated $880.
  • UMB Bank first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • UMB Bank's Pacer Data & Infrastructure Real Estate ETF position peaked at $880 in Q3 2023.
  • 122 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.