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

Fermata 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 Q1	–	Sell	-15,109	Closed	-$632K	–	223
2023 Q4	$632K	Sell	15,109 -18,496	-55%	-$667K	0.15%	94
2023 Q3	$1.18M	Buy	+33,605	New	+$1.29M	0.33%	64
2023 Q2	–	Sell	-7,966	Closed	-$323K	–	88
2023 Q1	$323K	Sell	7,966 -26,705	-77%	-$1.06M	0.19%	81
2022 Q4	$1.28M	Sell	34,671 -867	-2%	-$32K	0.38%	65
2022 Q3	$1.25M	Sell	35,538 -1,556	-4%	-$65.2K	0.41%	64
2022 Q2	$1.51M	Sell	37,094 -5,051	-12%	-$227K	0.53%	52
2022 Q1	$2.14M	Buy	42,145 +14,772	+54%	+$733K	0.8%	36
2021 Q4	$1.53M	Buy	27,373 +15,558	+132%	+$787K	0.56%	50
2021 Q3	$518K	Buy	+11,815	New	+$541K	0.23%	82

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fermata Advisors's INDS Position: Q1 2024 in Review

Fermata Advisors sold out of Pacer Industrial Real Estate ETF (INDS) in Q1 2024, closing a stake of 15,109 shares — an estimated $632K sold.

Fermata Advisors first reported a position in INDS in Q3 2021 and held it in 9 quarters. The position peaked at $2.14M in Q1 2022. 72 funds tracked by Wall St. Rank hold INDS as of Q1 2024.

Fermata Advisors reported no remaining Pacer Industrial Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Fermata Advisors sold 15,109 Pacer Industrial Real Estate ETF shares in Q1 2024, an estimated $632K.
Fermata Advisors first reported a position in Pacer Industrial Real Estate ETF in Q3 2021 and held it in 9 quarters.
Fermata Advisors's Pacer Industrial Real Estate ETF position peaked at $2.14M in Q1 2022.
72 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2024.

Based on Fermata Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.