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Everest Financial Group’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Everest Financial Group’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
Q2 		$372K Hold
3,489
– – 0.05% 163
2026
Q1 		$217K Buy
+3,489
New +$224K 0.04% 190

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Jones Financial Companies
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Cetera Investment Advisers
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Everest Financial Group's TRFK Position: Q2 2026 in Review

Everest Financial Group held its Pacer Data and Digital Revolution ETF (TRFK) position steady in Q2 2026 at 3,489 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #163.

Everest Financial Group first reported a position in TRFK in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold TRFK as of Q2 2026.

  • Everest Financial Group held 3,489 shares of Pacer Data and Digital Revolution ETF worth $372K as of Q2 2026.
  • Everest Financial Group left its Pacer Data and Digital Revolution ETF share count unchanged in Q2 2026.
  • Pacer Data and Digital Revolution ETF made up 0.05% of Everest Financial Group's portfolio in Q2 2026, its #163 holding.
  • Everest Financial Group first reported a position in Pacer Data and Digital Revolution ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.