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Belpointe Asset Management’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Belpointe Asset Management’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
2024
Q4 		– Sell
-22
Closed -$1.02K – 945
2024
Q3 		$1.02K Hold
22
– – ﹤0.01% 897
2024
Q2 		$999 Buy
+22
New +$931 ﹤0.01% 819

Other funds holding TRFK

Osaic Holdings
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JWCA
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KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Belpointe Asset Management's TRFK Position: Q4 2024 in Review

Belpointe Asset Management sold out of Pacer Data and Digital Revolution ETF (TRFK) in Q4 2024, closing a stake of 22 shares — an estimated $1.02K sold.

Belpointe Asset Management first reported a position in TRFK in Q2 2024 and held it in 2 quarters. The position peaked at $1.02K in Q3 2024. 24 funds tracked by Wall St. Rank hold TRFK as of Q4 2024.

  • Belpointe Asset Management reported no remaining Pacer Data and Digital Revolution ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 22 Pacer Data and Digital Revolution ETF shares in Q4 2024, an estimated $1.02K.
  • Belpointe Asset Management first reported a position in Pacer Data and Digital Revolution ETF in Q2 2024 and held it in 2 quarters.
  • Belpointe Asset Management's Pacer Data and Digital Revolution ETF position peaked at $1.02K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.