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

Copia 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
2026
Q2 		$10.9K Hold
272
– – 0.01% 331
2026
Q1 		$9.99K Hold
272
– – 0.01% 320
2025
Q4 		$9.98K Hold
272
– – 0.01% 323
2025
Q3 		$10.1K Hold
272
– – 0.01% 314
2025
Q2 		$10.1K Hold
272
– – 0.01% 283
2025
Q1 		$10.1K Sell
272
-1,230
-82% -$45K 0.01% 277
2024
Q4 		$53K Buy
+1,502
New +$58.4K 0.05% 140

Other funds holding INDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Copia Wealth Management's INDS Position: Q2 2026 in Review

Copia Wealth Management held its Pacer Industrial Real Estate ETF (INDS) position steady in Q2 2026 at 272 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #331.

Copia Wealth Management first reported a position in INDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $53K in Q4 2024. 70 funds tracked by Wall St. Rank hold INDS as of Q2 2026.

  • Copia Wealth Management held 272 shares of Pacer Industrial Real Estate ETF worth $10.9K as of Q2 2026.
  • Copia Wealth Management left its Pacer Industrial Real Estate ETF share count unchanged in Q2 2026.
  • Pacer Industrial Real Estate ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Copia Wealth Management first reported a position in Pacer Industrial Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Pacer Industrial Real Estate ETF position peaked at $53K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.