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Planning Strategies Inc.’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Planning Strategies Inc.’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
Q2 		$9.34K Buy
+294
New +$10K 0.01% 334

Other funds holding SRVR

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CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Planning Strategies Inc.'s SRVR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2026: 294 shares worth $9.34K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings.

30 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

  • Planning Strategies Inc. held 294 shares of Pacer Data & Infrastructure Real Estate ETF worth $9.34K as of Q2 2026.
  • Pacer Data & Infrastructure Real Estate ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Pacer Data & Infrastructure Real Estate ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #334 holding.
  • 30 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.