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WR Wealth Planners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

WR Wealth Planners’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
-48
Closed -$1.65K – 556
2022
Q2 		$1.65K Buy
+48
New +$1.76K ﹤0.01% 429

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

WR Wealth Planners's SRVR Position: Q3 2022 in Review

WR Wealth Planners sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2022, closing a stake of 48 shares — an estimated $1.65K sold.

WR Wealth Planners first reported a position in SRVR in Q2 2022 and held it in 1 quarter. The position peaked at $1.65K in Q2 2022. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2022.

  • WR Wealth Planners reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • WR Wealth Planners sold 48 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2022, an estimated $1.65K.
  • WR Wealth Planners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • WR Wealth Planners's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.65K in Q2 2022.
  • 142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2022.

Based on WR Wealth Planners's 13F filing for Q3 2022, filed 10 Oct 2024.