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Cedar Brook Financial Partners’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-29,742
Closed -$1.18M – 205
2024
Q1 		$1.18M Sell
29,742
-8,221
-22% -$325K 0.23% 103
2023
Q4 		$1.54M Sell
37,963
-6,813
-15% -$246K 0.34% 73
2023
Q3 		$1.57M Sell
44,776
-813
-2% -$31.3K 0.41% 60
2023
Q2 		$1.78M Sell
45,589
-189
-0.4% -$7.54K 0.42% 57
2023
Q1 		$1.85M Buy
45,778
+1,256
+3% +$50.1K 0.48% 48
2022
Q4 		$1.64M Buy
44,522
+2,393
+6% +$88.4K 0.46% 55
2022
Q3 		$1.49M Buy
42,129
+1,597
+4% +$66.9K 0.48% 52
2022
Q2 		$1.66M Buy
40,532
+3,162
+8% +$142K 0.52% 47
2022
Q1 		$1.9M Buy
37,370
+1,631
+5% +$80.9K 0.49% 48
2021
Q4 		$2M Buy
35,739
+10,967
+44% +$555K 0.51% 43
2021
Q3 		$1.09M Buy
24,772
+2,615
+12% +$120K 0.33% 79
2021
Q2 		$956K Buy
22,157
+5,800
+35% +$244K 0.28% 93
2021
Q1 		$635K Buy
+16,357
New +$612K 0.22% 114

Other funds holding INDS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cedar Brook Financial Partners's INDS Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2024, closing a stake of 29,742 shares — an estimated $1.18M sold.

Cedar Brook Financial Partners first reported a position in INDS in Q1 2021 and held it in 13 quarters. The position peaked at $2M in Q4 2021. 65 funds tracked by Wall St. Rank hold INDS as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 29,742 Pacer Industrial Real Estate ETF shares in Q2 2024, an estimated $1.18M.
  • Cedar Brook Financial Partners first reported a position in Pacer Industrial Real Estate ETF in Q1 2021 and held it in 13 quarters.
  • Cedar Brook Financial Partners's Pacer Industrial Real Estate ETF position peaked at $2M in Q4 2021.
  • 65 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.