Creative Planning
INDS icon

Creative Planning’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Creative Planning’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
2024
Q4 		– Sell
-8,040
Closed -$348K – 3637
2024
Q3 		$348K Sell
8,040
-65
-0.8% -$2.69K ﹤0.01% 2406
2024
Q2 		$307K Buy
8,105
+152
+2% +$5.67K ﹤0.01% 2329
2024
Q1 		$316K Buy
7,953
+1,130
+17% +$44.7K ﹤0.01% 2207
2023
Q4 		$285K Hold
6,823
– – ﹤0.01% 2121
2023
Q3 		$239K Hold
6,823
– – ﹤0.01% 2107
2023
Q2 		$267K Hold
6,823
– – ﹤0.01% 2000
2023
Q1 		$276K Hold
6,823
– – ﹤0.01% 1879
2022
Q4 		$251K Sell
6,823
-200
-3% -$7.39K ﹤0.01% 1855
2022
Q3 		$248K Sell
7,023
-87
-1% -$3.65K ﹤0.01% 1770
2022
Q2 		$290K Buy
7,110
+110
+2% +$4.94K ﹤0.01% 1634
2022
Q1 		$356K Buy
7,000
+105
+2% +$5.21K ﹤0.01% 1518
2021
Q4 		$386K Buy
6,895
+72
+1% +$3.64K ﹤0.01% 1464
2021
Q3 		$299K Hold
6,823
– – ﹤0.01% 1593
2021
Q2 		$294K Sell
6,823
-45
-0.7% -$1.89K ﹤0.01% 1579
2021
Q1 		$267K Buy
6,868
+208
+3% +$7.78K ﹤0.01% 1862
2020
Q4 		$245K Buy
6,660
+50
+0.8% +$1.77K ﹤0.01% 1752
2020
Q3 		$222K Buy
+6,610
New +$225K ﹤0.01% 1614

Other funds holding INDS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Planning's INDS Position: Q4 2024 in Review

Creative Planning sold out of Pacer Industrial Real Estate ETF (INDS) in Q4 2024, closing a stake of 8,040 shares — an estimated $348K sold.

Creative Planning first reported a position in INDS in Q3 2020 and held it in 17 quarters. The position peaked at $386K in Q4 2021. 69 funds tracked by Wall St. Rank hold INDS as of Q4 2024.

  • Creative Planning reported no remaining Pacer Industrial Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 8,040 Pacer Industrial Real Estate ETF shares in Q4 2024, an estimated $348K.
  • Creative Planning first reported a position in Pacer Industrial Real Estate ETF in Q3 2020 and held it in 17 quarters.
  • Creative Planning's Pacer Industrial Real Estate ETF position peaked at $386K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.