WealthBridge Capital Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

WealthBridge Capital Management’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 Q1	–	Sell	-8,257	Closed	-$240K	–	202
2022 Q4	$240K	Sell	8,257 -5,420	-40%	-$157K	0.1%	170
2022 Q3	$471K	Hold	13,677	–	–	0.2%	101
2022 Q2	$471K	Sell	13,677 -2,023	-13%	-$74.3K	0.2%	101
2022 Q1	$613K	Sell	15,700 -1,745	-10%	-$65.5K	0.23%	92
2021 Q4	$755K	Buy	17,445 +2,031	+13%	+$82.6K	0.28%	78
2021 Q3	$600K	Buy	15,414 +3,951	+34%	+$162K	0.22%	87
2021 Q2	$462K	Buy	11,463 +300	+3%	+$11.6K	0.17%	102
2021 Q1	$404K	Sell	11,163 -735	-6%	-$26.1K	0.16%	101
2020 Q4	$427K	Buy	11,898 +3,043	+34%	+$108K	0.19%	91
2020 Q3	$313K	Buy	+8,855	New	+$321K	0.16%	100

Other funds holding SRVR

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthBridge Capital Management's SRVR Position: Q1 2023 in Review

WealthBridge Capital Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2023, closing a stake of 8,257 shares — an estimated $240K sold.

WealthBridge Capital Management first reported a position in SRVR in Q3 2020 and held it in 10 quarters. The position peaked at $755K in Q4 2021. 124 funds tracked by Wall St. Rank hold SRVR as of Q1 2023.

WealthBridge Capital Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2023 after selling out during the quarter.
WealthBridge Capital Management sold 8,257 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2023, an estimated $240K.
WealthBridge Capital Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and held it in 10 quarters.
WealthBridge Capital Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $755K in Q4 2021.
124 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2023.

Based on WealthBridge Capital Management's 13F filing for Q1 2023, filed 11 May 2023.