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WealthCare Investment Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

WealthCare Investment 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
2023
Q2 		– Sell
-7,815
Closed -$232K – 131
2023
Q1 		$232K Buy
7,815
+298
+4% +$9.01K 0.14% 109
2022
Q4 		$218K Sell
7,517
-874
-10% -$25.3K 0.15% 107
2022
Q3 		$240K Buy
8,391
+2,285
+37% +$78.4K 0.2% 97
2022
Q2 		$210K Buy
+6,106
New +$224K 0.18% 103

Other funds holding SRVR

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthCare Investment Partners's SRVR Position: Q2 2023 in Review

WealthCare Investment Partners sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2023, closing a stake of 7,815 shares — an estimated $232K sold.

WealthCare Investment Partners first reported a position in SRVR in Q2 2022 and held it in 4 quarters. The position peaked at $240K in Q3 2022. 115 funds tracked by Wall St. Rank hold SRVR as of Q2 2023.

  • WealthCare Investment Partners reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • WealthCare Investment Partners sold 7,815 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2023, an estimated $232K.
  • WealthCare Investment Partners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2022 and held it in 4 quarters.
  • WealthCare Investment Partners's Pacer Data & Infrastructure Real Estate ETF position peaked at $240K in Q3 2022.
  • 115 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2023.

Based on WealthCare Investment Partners's 13F filing for Q2 2023, filed 13 Jul 2023.