Wealthcare Advisory Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Wealthcare Advisory 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 Q3	–	Sell	-6,137	Closed	-$211K	–	626
2022 Q2	$211K	Sell	6,137 -93	-1%	-$3.41K	0.01%	519
2022 Q1	$243K	Sell	6,230 -50	-0.8%	-$1.88K	0.01%	474
2021 Q4	$272K	Sell	6,280 -1,039	-14%	-$42.2K	0.02%	468
2021 Q3	$285K	Sell	7,319 -315	-4%	-$12.9K	0.02%	434
2021 Q2	$308K	Sell	7,634 -142	-2%	-$5.49K	0.02%	423
2021 Q1	$281K	Buy	7,776 +18	+0.2%	+$640	0.02%	410
2020 Q4	$278K	Sell	7,758 -1,341	-15%	-$47.6K	0.02%	335
2020 Q3	$321K	Buy	9,099 +75	+0.8%	+$2.72K	0.04%	266
2020 Q2	$321K	Buy	9,024 +10	+0.1%	+$337	0.04%	232
2020 Q1	$276K	Buy	+9,014	New	+$296K	0.04%	227

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

RJFSA

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Wealthcare Advisory Partners's SRVR Position: Q3 2022 in Review

Wealthcare Advisory Partners sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2022, closing a stake of 6,137 shares — an estimated $211K sold.

Wealthcare Advisory Partners first reported a position in SRVR in Q1 2020 and held it in 10 quarters. The position peaked at $321K in Q3 2020. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2022.

Wealthcare Advisory Partners reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 6,137 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2022, an estimated $211K.
Wealthcare Advisory Partners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2020 and held it in 10 quarters.
Wealthcare Advisory Partners's Pacer Data & Infrastructure Real Estate ETF position peaked at $321K in Q3 2020.
142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2022, filed 14 Nov 2022.