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Concurrent Investment Advisors’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Concurrent Investment Advisors’s Portfolio TRFK Stock Details TRFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-21,014
Closed -$1.35M – 2048
2025
Q4 		$1.35M Buy
+21,014
New +$1.43M 0.02% 713
2024
Q2 		– Sell
-17,557
Closed -$759K – 1080
2024
Q1 		$759K Buy
+17,557
New +$716K 0.03% 437

Other funds holding TRFK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Concurrent Investment Advisors's TRFK Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Pacer Data and Digital Revolution ETF (TRFK) in Q1 2026, closing a stake of 21,014 shares — an estimated $1.35M sold.

Concurrent Investment Advisors first reported a position in TRFK in Q1 2024 and held it in 2 quarters. The position peaked at $1.35M in Q4 2025. 97 funds tracked by Wall St. Rank hold TRFK as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Pacer Data and Digital Revolution ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 21,014 Pacer Data and Digital Revolution ETF shares in Q1 2026, an estimated $1.35M.
  • Concurrent Investment Advisors first reported a position in Pacer Data and Digital Revolution ETF in Q1 2024 and held it in 2 quarters.
  • Concurrent Investment Advisors's Pacer Data and Digital Revolution ETF position peaked at $1.35M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.