Avantax Advisory Services’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Avantax Advisory Services’s Portfolio TRFK Stock Details TRFK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.75M	Buy	29,556 +687	+2%	+$34K	0.01%	871
2025 Q1	$1.28M	Buy	28,869 +6,274	+28%	+$315K	0.01%	961
2024 Q4	$1.14M	Buy	22,595 +10,733	+90%	+$537K	0.01%	981
2024 Q3	$555K	Buy	+11,862	New	+$525K	﹤0.01%	1341

Other funds holding TRFK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Avantax Advisory Services's TRFK Position: Q2 2025 in Review

Avantax Advisory Services increased its Pacer Data and Digital Revolution ETF (TRFK) stake by 2.4% in Q2 2025, buying an estimated $34K and bringing the position to 29,556 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #871.

Avantax Advisory Services first reported a position in TRFK in Q3 2024 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold TRFK as of Q2 2025.

Avantax Advisory Services held 29,556 shares of Pacer Data and Digital Revolution ETF worth $1.75M as of Q2 2025.
Avantax Advisory Services bought 687 Pacer Data and Digital Revolution ETF shares in Q2 2025, an estimated $34K.
Pacer Data and Digital Revolution ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #871 holding.
Avantax Advisory Services first reported a position in Pacer Data and Digital Revolution ETF in Q3 2024 and has held it in 4 quarters since.
37 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.