RAFFA WEALTH MANAGEMENT, LLC’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q1	–	Sell	-272	Closed	-$8.11K	–	1148
2023 Q4	$8.11K	Hold	272	–	–	﹤0.01%	325
2023 Q3	$7.04K	Hold	272	–	–	﹤0.01%	330
2023 Q2	$7.94K	Hold	272	–	–	﹤0.01%	318
2023 Q1	$8.06K	Hold	272	–	–	﹤0.01%	323
2022 Q4	$7.89K	Hold	272	–	–	﹤0.01%	317
2022 Q3	$7.79K	Hold	272	–	–	﹤0.01%	310
2022 Q2	$9.37K	Hold	272	–	–	﹤0.01%	295
2022 Q1	$10.6K	Hold	272	–	–	﹤0.01%	286
2021 Q4	$11.8K	Buy	+272	New	+$11.1K	﹤0.01%	277

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

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

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SRVR Position: Q1 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2024, closing a stake of 272 shares — an estimated $8.11K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SRVR in Q4 2021 and held it in 9 quarters. The position peaked at $11.8K in Q4 2021. 107 funds tracked by Wall St. Rank hold SRVR as of Q1 2024.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2024 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 272 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2024, an estimated $8.11K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 9 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Pacer Data & Infrastructure Real Estate ETF position peaked at $11.8K in Q4 2021.
107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2024, filed 27 Jul 2026.