Guardian Wealth Advisors (North Carolina)’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2023 Q3	–	Sell	-45	Closed	-$1.76K	–	435
2023 Q2	$1.76K	Hold	45	–	–	﹤0.01%	392
2023 Q1	$1.82K	Hold	45	–	–	﹤0.01%	383
2022 Q4	$1.66K	Sell	45 -7	-13%	-$259	﹤0.01%	354
2022 Q3	$2K	Hold	52	–	–	﹤0.01%	323
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	332
2022 Q1	$3K	Sell	52 -66	-56%	-$3.27K	﹤0.01%	235
2021 Q4	$7K	Buy	+118	New	+$5.97K	﹤0.01%	212

Other funds holding INDS

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s INDS Position: Q3 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Pacer Industrial Real Estate ETF (INDS) in Q3 2023, closing a stake of 45 shares — an estimated $1.76K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in INDS in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 77 funds tracked by Wall St. Rank hold INDS as of Q3 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Pacer Industrial Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 45 Pacer Industrial Real Estate ETF shares in Q3 2023, an estimated $1.76K.
Guardian Wealth Advisors (North Carolina) first reported a position in Pacer Industrial Real Estate ETF in Q4 2021 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s Pacer Industrial Real Estate ETF position peaked at $7K in Q4 2021.
77 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q3 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.