Carson Wealth (CWM LLC)’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$120	Hold	3	–	–	﹤0.01%	5566
2025 Q4	$0	Hold	3	–	–	﹤0.01%	5491
2025 Q3	$0	Sell	3 -117	-98%	-$4.31K	﹤0.01%	5399
2025 Q2	$4K	Hold	120	–	–	﹤0.01%	4686
2025 Q1	$4K	Buy	120 +2	+2%	+$73	﹤0.01%	4542
2024 Q4	$4K	Buy	+118	New	+$4.59K	﹤0.01%	4316
2022 Q2	–	Sell	-257	Closed	-$13K	–	3934
2022 Q1	$13K	Buy	+257	New	+$12.7K	﹤0.01%	2326

Other funds holding INDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

ARG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CWM

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INDS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Pacer Industrial Real Estate ETF (INDS) position steady in Q1 2026 at 3 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #5566.

Carson Wealth (CWM LLC) first reported a position in INDS in Q1 2022 and has held it in 7 quarters since. The position peaked at $13K in Q1 2022. 75 funds tracked by Wall St. Rank hold INDS as of Q1 2026.

Carson Wealth (CWM LLC) held 3 shares of Pacer Industrial Real Estate ETF worth $120 as of Q1 2026.
Carson Wealth (CWM LLC) left its Pacer Industrial Real Estate ETF share count unchanged in Q1 2026.
Pacer Industrial Real Estate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5566 holding.
Carson Wealth (CWM LLC) first reported a position in Pacer Industrial Real Estate ETF in Q1 2022 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Pacer Industrial Real Estate ETF position peaked at $13K in Q1 2022.
75 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.