Wealth Advisors of Tampa Bay’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Wealth Advisors of Tampa Bay’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
2025 Q4	–	Sell	-85,120	Closed	-$2.7M	–	97
2025 Q3	$2.7M	Buy	85,120 +3,055	+4%	+$97.2K	0.9%	45
2025 Q2	$2.65M	Buy	82,065 +1,300	+2%	+$39.9K	1%	42
2025 Q1	$2.37M	Buy	80,765 +4,220	+6%	+$128K	0.96%	42
2024 Q4	$2.29M	Buy	76,545 +25,760	+51%	+$806K	0.98%	38
2024 Q3	$1.63M	Buy	+50,785	New	+$1.51M	0.68%	49

Other funds holding SRVR

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $2.17B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wealth Advisors of Tampa Bay's SRVR Position: Q4 2025 in Review

Wealth Advisors of Tampa Bay sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2025, closing a stake of 85,120 shares — an estimated $2.7M sold.

Wealth Advisors of Tampa Bay first reported a position in SRVR in Q3 2024 and held it in 5 quarters. The position peaked at $2.7M in Q3 2025. 121 funds tracked by Wall St. Rank hold SRVR as of Q4 2025.

Wealth Advisors of Tampa Bay reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 85,120 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2025, an estimated $2.7M.
Wealth Advisors of Tampa Bay first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2024 and held it in 5 quarters.
Wealth Advisors of Tampa Bay's Pacer Data & Infrastructure Real Estate ETF position peaked at $2.7M in Q3 2025.
121 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2025, filed 9 Feb 2026.