EWA
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EverSource Wealth Advisors’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

EverSource Wealth Advisors’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
Q1 		$8.52K Hold
137
– – ﹤0.01% 3000
2025
Q4 		$8.77K Hold
137
– – ﹤0.01% 2865
2025
Q3 		$9.16K Buy
+137
New +$8.56K ﹤0.01% 2871

Other funds holding TRFK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

EverSource Wealth Advisors's TRFK Position: Q1 2026 in Review

EverSource Wealth Advisors held its Pacer Data and Digital Revolution ETF (TRFK) position steady in Q1 2026 at 137 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

EverSource Wealth Advisors first reported a position in TRFK in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.16K in Q3 2025. 97 funds tracked by Wall St. Rank hold TRFK as of Q1 2026.

  • EverSource Wealth Advisors held 137 shares of Pacer Data and Digital Revolution ETF worth $8.52K as of Q1 2026.
  • EverSource Wealth Advisors left its Pacer Data and Digital Revolution ETF share count unchanged in Q1 2026.
  • Pacer Data and Digital Revolution ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3000 holding.
  • EverSource Wealth Advisors first reported a position in Pacer Data and Digital Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Pacer Data and Digital Revolution ETF position peaked at $9.16K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.