Avior Wealth Management’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Avior Wealth Management’s Portfolio INDS Stock Details INDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-73	Closed	-$2.56K	–	1606
2023 Q3	$2.56K	Sell	73 -124	-63%	-$4.77K	﹤0.01%	1355
2023 Q2	$7.71K	Sell	197 -3,230	-94%	-$129K	﹤0.01%	1069
2023 Q1	$139K	Buy	+3,427	New	+$137K	0.01%	584

Other funds holding INDS

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Avior Wealth Management's INDS Position: Q4 2023 in Review

Avior Wealth Management sold out of Pacer Industrial Real Estate ETF (INDS) in Q4 2023, closing a stake of 73 shares — an estimated $2.56K sold.

Avior Wealth Management first reported a position in INDS in Q1 2023 and held it in 3 quarters. The position peaked at $139K in Q1 2023. 72 funds tracked by Wall St. Rank hold INDS as of Q4 2023.

Avior Wealth Management reported no remaining Pacer Industrial Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 73 Pacer Industrial Real Estate ETF shares in Q4 2023, an estimated $2.56K.
Avior Wealth Management first reported a position in Pacer Industrial Real Estate ETF in Q1 2023 and held it in 3 quarters.
Avior Wealth Management's Pacer Industrial Real Estate ETF position peaked at $139K in Q1 2023.
72 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.