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

Axxcess 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
-26,063
Closed -$915K – 887
2023
Q3 		$915K Buy
26,063
+7,428
+40% +$286K 0.03% 336
2023
Q2 		$729K Buy
+18,635
New +$743K 0.05% 278

Other funds holding INDS

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
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

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

Axxcess Wealth Management sold out of Pacer Industrial Real Estate ETF (INDS) in Q4 2023, closing a stake of 26,063 shares — an estimated $915K sold.

Axxcess Wealth Management first reported a position in INDS in Q2 2023 and held it in 2 quarters. The position peaked at $915K in Q3 2023. 72 funds tracked by Wall St. Rank hold INDS as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Pacer Industrial Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 26,063 Pacer Industrial Real Estate ETF shares in Q4 2023, an estimated $915K.
  • Axxcess Wealth Management first reported a position in Pacer Industrial Real Estate ETF in Q2 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's Pacer Industrial Real Estate ETF position peaked at $915K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.