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

Clay Northam 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
2024 Q4	–	Sell	-6,145	Closed	-$266K	–	95
2024 Q3	$266K	Hold	6,145	–	–	0.18%	70
2024 Q2	$232K	Hold	6,145	–	–	0.18%	72
2024 Q1	$244K	Hold	6,145	–	–	0.2%	71
2023 Q4	$257K	Hold	6,145	–	–	0.23%	65
2023 Q3	$216K	Hold	6,145	–	–	0.21%	69
2023 Q2	$240K	Hold	6,145	–	–	0.23%	66
2023 Q1	$249K	Hold	6,145	–	–	0.26%	64
2022 Q4	$226K	Hold	6,145	–	–	0.26%	64
2022 Q3	$217K	Hold	6,145	–	–	0.27%	68
2022 Q2	$251K	Buy	6,145 +200	+3%	+$8.99K	0.31%	62
2022 Q1	$302K	Buy	+5,945	New	+$295K	0.31%	60

Other funds holding INDS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ARG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clay Northam Wealth Management's INDS Position: Q4 2024 in Review

Clay Northam Wealth Management sold out of Pacer Industrial Real Estate ETF (INDS) in Q4 2024, closing a stake of 6,145 shares — an estimated $266K sold.

Clay Northam Wealth Management first reported a position in INDS in Q1 2022 and held it in 11 quarters. The position peaked at $302K in Q1 2022. 69 funds tracked by Wall St. Rank hold INDS as of Q4 2024.

Clay Northam Wealth Management reported no remaining Pacer Industrial Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Clay Northam Wealth Management sold 6,145 Pacer Industrial Real Estate ETF shares in Q4 2024, an estimated $266K.
Clay Northam Wealth Management first reported a position in Pacer Industrial Real Estate ETF in Q1 2022 and held it in 11 quarters.
Clay Northam Wealth Management's Pacer Industrial Real Estate ETF position peaked at $302K in Q1 2022.
69 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q4 2024.

Based on Clay Northam Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.