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GoalVest Advisory’s Pacer Industrial Real Estate ETF INDS Stock Holding History

GoalVest Advisory’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
2025
Q2 		– Sell
-1,703
Closed -$62.9K – 444
2025
Q1 		$62.9K Buy
+1,703
New +$62.3K 0.02% 172

Other funds holding INDS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

GoalVest Advisory's INDS Position: Q2 2025 in Review

GoalVest Advisory sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2025, closing a stake of 1,703 shares — an estimated $62.9K sold.

GoalVest Advisory first reported a position in INDS in Q1 2025 and held it in 1 quarter. The position peaked at $62.9K in Q1 2025. 64 funds tracked by Wall St. Rank hold INDS as of Q2 2025.

  • GoalVest Advisory reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 1,703 Pacer Industrial Real Estate ETF shares in Q2 2025, an estimated $62.9K.
  • GoalVest Advisory first reported a position in Pacer Industrial Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • GoalVest Advisory's Pacer Industrial Real Estate ETF position peaked at $62.9K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.