DHK Financial Advisors’s Pacer Industrial Real Estate ETF INDS Stock Holding History

DHK Financial Advisors’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 Q3	–	Sell	-9,025	Closed	-$341K	–	88
2024 Q2	$341K	Hold	9,025	–	–	0.24%	61
2024 Q1	$359K	Hold	9,025	–	–	0.25%	66
2023 Q4	$378K	Hold	9,025	–	–	0.28%	59
2023 Q3	$317K	Hold	9,025	–	–	0.28%	56
2023 Q2	$353K	Buy	+9,025	New	+$360K	0.3%	54

Other funds holding INDS

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

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

ARG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DHK Financial Advisors's INDS Position: Q3 2024 in Review

DHK Financial Advisors sold out of Pacer Industrial Real Estate ETF (INDS) in Q3 2024, closing a stake of 9,025 shares — an estimated $341K sold.

DHK Financial Advisors first reported a position in INDS in Q2 2023 and held it in 5 quarters. The position peaked at $378K in Q4 2023. 63 funds tracked by Wall St. Rank hold INDS as of Q3 2024.

DHK Financial Advisors reported no remaining Pacer Industrial Real Estate ETF position as of Q3 2024 after selling out during the quarter.
DHK Financial Advisors sold 9,025 Pacer Industrial Real Estate ETF shares in Q3 2024, an estimated $341K.
DHK Financial Advisors first reported a position in Pacer Industrial Real Estate ETF in Q2 2023 and held it in 5 quarters.
DHK Financial Advisors's Pacer Industrial Real Estate ETF position peaked at $378K in Q4 2023.
63 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q3 2024.

Based on DHK Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.