Clearstead Advisors’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Clearstead Advisors’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
2023 Q3	–	Sell	-520	Closed	-$20.4K	–	1496
2023 Q2	$20.4K	Hold	520	–	–	﹤0.01%	892
2023 Q1	$21.1K	Hold	520	–	–	﹤0.01%	847
2022 Q4	$19.1K	Hold	520	–	–	﹤0.01%	805
2022 Q3	$18K	Hold	520	–	–	﹤0.01%	787
2022 Q2	$21K	Hold	520	–	–	﹤0.01%	791
2022 Q1	$26K	Buy	+520	New	+$25.8K	﹤0.01%	809

Other funds holding INDS

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clearstead Advisors's INDS Position: Q3 2023 in Review

Clearstead Advisors sold out of Pacer Industrial Real Estate ETF (INDS) in Q3 2023, closing a stake of 520 shares — an estimated $20.4K sold.

Clearstead Advisors first reported a position in INDS in Q1 2022 and held it in 6 quarters. The position peaked at $26K in Q1 2022. 77 funds tracked by Wall St. Rank hold INDS as of Q3 2023.

Clearstead Advisors reported no remaining Pacer Industrial Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Clearstead Advisors sold 520 Pacer Industrial Real Estate ETF shares in Q3 2023, an estimated $20.4K.
Clearstead Advisors first reported a position in Pacer Industrial Real Estate ETF in Q1 2022 and held it in 6 quarters.
Clearstead Advisors's Pacer Industrial Real Estate ETF position peaked at $26K in Q1 2022.
77 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.