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

Castle 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
2026 Q1	$3.06M	Buy	83,414 +12,014	+17%	+$466K	0.99%	32
2025 Q4	$2.68M	Buy	71,400 +3,034	+4%	+$115K	0.89%	37
2025 Q3	$2.54M	Buy	68,366 +2,155	+3%	+$79.4K	0.86%	36
2025 Q2	$2.45M	Buy	66,211 +3,986	+6%	+$144K	0.89%	35
2025 Q1	$2.3M	Buy	62,225 +2,568	+4%	+$94K	0.9%	33
2024 Q4	$2.13M	Sell	59,657 -11,484	-16%	-$447K	0.84%	35
2024 Q3	$3.1M	Buy	71,141 +4,048	+6%	+$167K	1.24%	27
2024 Q2	$2.55M	Buy	67,093 +5,661	+9%	+$211K	1.22%	30
2024 Q1	$2.44M	Buy	61,432 +17,799	+41%	+$704K	1.28%	29
2023 Q4	$1.83M	Sell	43,633 -15,265	-26%	-$551K	1.09%	31
2023 Q3	$2.07M	Buy	58,898 +1,184	+2%	+$45.6K	1.47%	24
2023 Q2	$2.26M	Buy	57,714 +1,789	+3%	+$71.4K	1.58%	23
2023 Q1	$2.26M	Buy	55,925 +4,854	+10%	+$193K	1.75%	19
2022 Q4	$1.88M	Sell	51,071 -10,054	-16%	-$371K	1.18%	25
2022 Q3	$2.16M	Buy	61,125 +3,418	+6%	+$143K	1.31%	21
2022 Q2	$2.36M	Buy	+57,707	New	+$2.59M	1.37%	19

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Castle Wealth Management's INDS Position: Q1 2026 in Review

Castle Wealth Management increased its Pacer Industrial Real Estate ETF (INDS) stake by 17% in Q1 2026, buying an estimated $466K and bringing the position to 83,414 shares worth $3.06M. The position accounts for 0.99% of the portfolio, ranked #32.

Castle Wealth Management first reported a position in INDS in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.1M in Q3 2024. 75 funds tracked by Wall St. Rank hold INDS as of Q1 2026.

Castle Wealth Management held 83,414 shares of Pacer Industrial Real Estate ETF worth $3.06M as of Q1 2026.
Castle Wealth Management bought 12,014 Pacer Industrial Real Estate ETF shares in Q1 2026, an estimated $466K.
Pacer Industrial Real Estate ETF made up 0.99% of Castle Wealth Management's portfolio in Q1 2026, its #32 holding.
Castle Wealth Management first reported a position in Pacer Industrial Real Estate ETF in Q2 2022 and has held it in 16 quarters since.
Castle Wealth Management's Pacer Industrial Real Estate ETF position peaked at $3.1M in Q3 2024.
75 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.