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

WealthShield 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
2024
Q2 		– Sell
-61
Closed -$1.76K – 488
2024
Q1 		$1.76K Buy
+61
New +$1.76K ﹤0.01% 466

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WealthShield Partners's SRVR Position: Q2 2024 in Review

WealthShield Partners sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2024, closing a stake of 61 shares — an estimated $1.76K sold.

WealthShield Partners first reported a position in SRVR in Q1 2024 and held it in 1 quarter. The position peaked at $1.76K in Q1 2024. 101 funds tracked by Wall St. Rank hold SRVR as of Q2 2024.

  • WealthShield Partners reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • WealthShield Partners sold 61 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2024, an estimated $1.76K.
  • WealthShield Partners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • WealthShield Partners's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.76K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2024.

Based on WealthShield Partners's 13F filing for Q2 2024, filed 26 Jul 2024.