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WT Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

WT Wealth Management’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
2026
Q1 		– Sell
-16,335
Closed -$468K – 150
2025
Q4 		$468K Buy
16,335
+2,508
+18% +$75.6K 0.13% 97
2025
Q3 		$438K Buy
13,827
+4,222
+44% +$134K 0.13% 96
2025
Q2 		$310K Buy
+9,605
New +$295K 0.09% 109
2023
Q3 		– Sell
-58,890
Closed -$1.72M – 117
2023
Q2 		$1.72M Buy
58,890
+14,025
+31% +$407K 0.71% 34
2023
Q1 		$1.33M Sell
44,865
-601
-1% -$18.2K 0.57% 47
2022
Q4 		$1.32M Sell
45,466
-3,105
-6% -$89.9K 0.64% 47
2022
Q3 		$1.39M Buy
48,571
+9,742
+25% +$334K 0.7% 40
2022
Q2 		$1.34M Sell
38,829
-16,724
-30% -$614K 0.66% 52
2022
Q1 		$2.17M Sell
55,553
-1,190
-2% -$44.7K 0.83% 35
2021
Q4 		$2.46M Buy
56,743
+3,064
+6% +$125K 0.9% 34
2021
Q3 		$2.09M Buy
53,679
+5,333
+11% +$219K 0.81% 35
2021
Q2 		$1.95M Buy
48,346
+448
+0.9% +$17.3K 0.79% 34
2021
Q1 		$1.73M Buy
47,898
+14,960
+45% +$532K 0.8% 33
2020
Q4 		$1.18M Buy
32,938
+12,502
+61% +$444K 0.64% 58
2020
Q3 		$722K Buy
20,436
+11,132
+120% +$403K 0.48% 58
2020
Q2 		$330K Buy
+9,304
New +$314K 0.27% 67

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WT Wealth Management's SRVR Position: Q1 2026 in Review

WT Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 16,335 shares — an estimated $468K sold.

WT Wealth Management first reported a position in SRVR in Q2 2020 and held it in 16 quarters. The position peaked at $2.46M in Q4 2021. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • WT Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • WT Wealth Management sold 16,335 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $468K.
  • WT Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and held it in 16 quarters.
  • WT Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $2.46M in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on WT Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.