Wealth Enhancement Advisory Services
SRVR icon

Wealth Enhancement Advisory Services’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		– Sell
-13,858
Closed -$410K – 3851
2025
Q4 		$410K Sell
13,858
-399
-3% -$12K ﹤0.01% 2638
2025
Q3 		$450K Sell
14,257
-413
-3% -$13.1K ﹤0.01% 2446
2025
Q2 		$478K Sell
14,670
-585
-4% -$17.9K ﹤0.01% 2258
2025
Q1 		$448K Sell
15,255
-395
-3% -$12K ﹤0.01% 2143
2024
Q4 		$469K Buy
15,650
+3,471
+28% +$109K ﹤0.01% 2033
2024
Q3 		$391K Buy
12,179
+489
+4% +$14.6K ﹤0.01% 1989
2024
Q2 		$320K Sell
11,690
-1,091
-9% -$29.7K ﹤0.01% 1938
2024
Q1 		$366K Buy
12,781
+483
+4% +$13.9K ﹤0.01% 1784
2023
Q4 		$367K Sell
12,298
-588
-5% -$16K ﹤0.01% 1696
2023
Q3 		$334K Buy
+12,886
New +$368K ﹤0.01% 1676

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services's SRVR Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 13,858 shares — an estimated $410K sold.

Wealth Enhancement Advisory Services first reported a position in SRVR in Q3 2023 and held it in 10 quarters. The position peaked at $478K in Q2 2025. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,858 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $410K.
  • Wealth Enhancement Advisory Services first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's Pacer Data & Infrastructure Real Estate ETF position peaked at $478K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.