SRVR — PACER FDS TR

Ownership history in WT Wealth Management  ·  16 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in PACER FDS TR (SRVR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.9% (2021 Q4)
Avg. % of fund
0.57%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,335 +2,508 +18.1% 0.13% $468K $28.43
2025 Q3 ADDED 13,827 +4,222 +44.0% 0.13% $438K $30.99
2025 Q2 REDUCED 9,605 -49,285 -83.7% 0.09% $310K $31.49
2023 Q2 ADDED 58,890 +14,025 +31.3% 0.71% $1.7M $27.03
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SRVR price (monthly, adj. close)

Other funds also holding SRVR

As of 2025 Q4 — sorted by position size

FOSTER & MOTLEY INC 3Y 7Y 0.57% INVENIO WEALTH PARTNERS LLC 0.42% Baron Financial Group, LLC 3Y 0.27% Cornerstone Management, Inc. 0.2% PATRON PARTNERS, LLC 3Y 0.19% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.15% Proactive Wealth Strategies LLC 0.14% FLOW TRADERS U.S. LLC 3Y 7Y 0.13% Summit Financial, LLC 3Y 7Y 0.05% Motiv8 Investments LLC 0.04%
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