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GER Loftin Wealth Advisors LLC’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

GER Loftin Wealth Advisors LLC’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
Q3 		$1.45M Buy
+14,356
New +$1.37M 0.46% 38

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Osaic Holdings
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RFG Advisory
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HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Colonial River Investments
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Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
Stifel Financial
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GER Loftin Wealth Advisors LLC's TRFK Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Pacer Data and Digital Revolution ETF (TRFK) in Q3 2026: 14,356 shares worth $1.45M. The stake represents 0.46% of the portfolio and ranks #38 among its holdings.

102 funds tracked by Wall St. Rank hold TRFK as of Q3 2026.

  • GER Loftin Wealth Advisors LLC held 14,356 shares of Pacer Data and Digital Revolution ETF worth $1.45M as of Q3 2026.
  • Pacer Data and Digital Revolution ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
  • Pacer Data and Digital Revolution ETF made up 0.46% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #38 holding.
  • 102 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.