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Wealth Management Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Wealth Management Partners’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
2022
Q4 		– Sell
-9,000
Closed -$232K – 102
2022
Q3 		$232K Hold
9,000
– – 0.2% 86
2022
Q2 		$312K Sell
9,000
-1,000
-10% -$36.7K 0.27% 71
2022
Q1 		$393K Buy
10,000
+2,000
+25% +$75.1K 0.28% 65
2021
Q4 		$343K Buy
8,000
+84
+1% +$3.42K 0.24% 82
2021
Q3 		$308K Hold
7,916
– – 0.23% 86
2021
Q2 		$319K Buy
7,916
+36
+0.5% +$1.39K 0.22% 91
2021
Q1 		$289K Sell
7,880
-1,470
-16% -$52.3K 0.22% 97
2020
Q4 		$346K Buy
+9,350
New +$332K 0.27% 83

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return