Wealthspire Advisors (New York)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Wealthspire Advisors (New York)’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	-8,400	Closed	-$244K	–	591
2022 Q4	$244K	Hold	8,400	–	–	﹤0.01%	500
2022 Q3	$240K	Sell	8,400 -14	-0.2%	-$480	0.01%	448
2022 Q2	$290K	Buy	8,414 +14	+0.2%	+$514	0.01%	406
2022 Q1	$328K	Hold	8,400	–	–	0.01%	335
2021 Q4	$364K	Hold	8,400	–	–	0.01%	382
2021 Q3	$327K	Hold	8,400	–	–	0.01%	448
2021 Q2	$339K	Sell	8,400 -31	-0.4%	-$1.2K	0.01%	273
2021 Q1	$305K	Buy	+8,431	New	+$300K	0.01%	542

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

Wealthspire Advisors (New York)'s SRVR Position: Q1 2023 in Review

Wealthspire Advisors (New York) sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2023, closing a stake of 8,400 shares — an estimated $244K sold.

Wealthspire Advisors (New York) first reported a position in SRVR in Q1 2021 and held it in 8 quarters. The position peaked at $364K in Q4 2021. 123 funds tracked by Wall St. Rank hold SRVR as of Q1 2023.

Wealthspire Advisors (New York) reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 8,400 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2023, an estimated $244K.
Wealthspire Advisors (New York) first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 8 quarters.
Wealthspire Advisors (New York)'s Pacer Data & Infrastructure Real Estate ETF position peaked at $364K in Q4 2021.
123 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2023, filed 9 May 2023.