Concourse Financial Group Securities’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-120	Closed	-$4.29K	–	1029
2024 Q4	$4.29K	Hold	120	–	–	﹤0.01%	1911
2024 Q3	$5.24K	Sell	120 -25	-17%	-$1.03K	﹤0.01%	1851
2024 Q2	$5.51K	Hold	145	–	–	﹤0.01%	1847
2024 Q1	$5.76K	Buy	145 +50	+53%	+$1.98K	﹤0.01%	1851
2023 Q4	$3.97K	Sell	95 -61	-39%	-$2.2K	﹤0.01%	1904
2023 Q3	$5.47K	Hold	156	–	–	﹤0.01%	1799
2023 Q2	$6.1K	Sell	156 -200	-56%	-$7.98K	﹤0.01%	1793
2023 Q1	$14.4K	Hold	356	–	–	﹤0.01%	1558
2022 Q4	$13.1K	Hold	356	–	–	﹤0.01%	1576
2022 Q3	$13K	Sell	356 -88	-20%	-$3.69K	﹤0.01%	1419
2022 Q2	$18K	Hold	444	–	–	﹤0.01%	1484
2022 Q1	$23K	Sell	444 -300	-40%	-$14.9K	﹤0.01%	1441
2021 Q4	$42K	Hold	744	–	–	﹤0.01%	1355
2021 Q3	$33K	Sell	744 -1,677	-69%	-$76.7K	﹤0.01%	1483
2021 Q2	$104K	Buy	2,421 +199	+9%	+$8.37K	0.01%	967
2021 Q1	$86K	Hold	2,222	–	–	0.01%	1003
2020 Q4	$82K	Buy	2,222 +1,281	+136%	+$45.3K	0.01%	974
2020 Q3	$32K	Buy	941 +1	+0.1%	+$34	﹤0.01%	1210
2020 Q2	$30K	Hold	940	–	–	﹤0.01%	1148
2020 Q1	$27K	Buy	+940	New	+$30.6K	﹤0.01%	1123

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

Concourse Financial Group Securities's INDS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Pacer Industrial Real Estate ETF (INDS) in Q1 2025, closing a stake of 120 shares — an estimated $4.29K sold.

Concourse Financial Group Securities first reported a position in INDS in Q1 2020 and held it in 20 quarters. The position peaked at $104K in Q2 2021. 60 funds tracked by Wall St. Rank hold INDS as of Q1 2025.

Concourse Financial Group Securities reported no remaining Pacer Industrial Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 120 Pacer Industrial Real Estate ETF shares in Q1 2025, an estimated $4.29K.
Concourse Financial Group Securities first reported a position in Pacer Industrial Real Estate ETF in Q1 2020 and held it in 20 quarters.
Concourse Financial Group Securities's Pacer Industrial Real Estate ETF position peaked at $104K in Q2 2021.
60 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.