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Certified Advisory Corp’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Certified Advisory Corp’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
-9,584
Closed -$381K – 293
2024
Q1 		$381K Buy
9,584
+84
+0.9% +$3.32K 0.05% 197
2023
Q4 		$397K Buy
+9,500
New +$343K 0.06% 188

Other funds holding INDS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 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 $377B AUM 19.32% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certified Advisory Corp's INDS Position: Q2 2024 in Review

Certified Advisory Corp sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2024, closing a stake of 9,584 shares — an estimated $381K sold.

Certified Advisory Corp first reported a position in INDS in Q4 2023 and held it in 2 quarters. The position peaked at $397K in Q4 2023. 65 funds tracked by Wall St. Rank hold INDS as of Q2 2024.

  • Certified Advisory Corp reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Certified Advisory Corp sold 9,584 Pacer Industrial Real Estate ETF shares in Q2 2024, an estimated $381K.
  • Certified Advisory Corp first reported a position in Pacer Industrial Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Certified Advisory Corp's Pacer Industrial Real Estate ETF position peaked at $397K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2024.

Based on Certified Advisory Corp's 13F filing for Q2 2024, filed 13 Aug 2024.