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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
Q2 		$3.34M Sell
83,096
-318
-0.4% -$12.6K 0.99% 32
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Castle Wealth Management's INDS Position: Q2 2026 in Review

Castle Wealth Management reduced its Pacer Industrial Real Estate ETF (INDS) stake by 0.38% in Q2 2026, selling an estimated $12.6K and leaving 83,096 shares worth $3.34M. 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 17 quarters since. 71 funds tracked by Wall St. Rank hold INDS as of Q2 2026.

  • Castle Wealth Management held 83,096 shares of Pacer Industrial Real Estate ETF worth $3.34M as of Q2 2026.
  • Castle Wealth Management sold 318 Pacer Industrial Real Estate ETF shares in Q2 2026, an estimated $12.6K.
  • Pacer Industrial Real Estate ETF made up 0.99% of Castle Wealth Management's portfolio in Q2 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 17 quarters since.
  • 71 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.