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

Comprehensive 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
2025 Q2	–	Sell	-13,832	Closed	-$511K	–	41
2025 Q1	$511K	Buy	13,832 +891	+7%	+$32.6K	0.36%	30
2024 Q4	$457K	Buy	12,941 +2,475	+24%	+$96.3K	0.34%	28
2024 Q3	$453K	Sell	10,466 -596	-5%	-$24.6K	0.29%	25
2024 Q2	$418K	Buy	+11,062	New	+$412K	0.31%	23

Other funds holding INDS

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

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ARG

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

Comprehensive Wealth Management's INDS Position: Q2 2025 in Review

Comprehensive Wealth Management sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2025, closing a stake of 13,832 shares — an estimated $511K sold.

Comprehensive Wealth Management first reported a position in INDS in Q2 2024 and held it in 4 quarters. The position peaked at $511K in Q1 2025. 64 funds tracked by Wall St. Rank hold INDS as of Q2 2025.

Comprehensive Wealth Management reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Comprehensive Wealth Management sold 13,832 Pacer Industrial Real Estate ETF shares in Q2 2025, an estimated $511K.
Comprehensive Wealth Management first reported a position in Pacer Industrial Real Estate ETF in Q2 2024 and held it in 4 quarters.
Comprehensive Wealth Management's Pacer Industrial Real Estate ETF position peaked at $511K in Q1 2025.
64 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2025.

Based on Comprehensive Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.