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Guardian Wealth Management (Illinois)’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Guardian Wealth Management (Illinois)’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
Q1 		– Sell
-172
Closed -$6.33K – 245
2022
Q4 		$6.33K Buy
+172
New +$6.35K 0.01% 188

Other funds holding INDS

Jane Street
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Royal Bank of Canada
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s INDS Position: Q1 2023 in Review

Guardian Wealth Management (Illinois) sold out of Pacer Industrial Real Estate ETF (INDS) in Q1 2023, closing a stake of 172 shares — an estimated $6.33K sold.

Guardian Wealth Management (Illinois) first reported a position in INDS in Q4 2022 and held it in 1 quarter. The position peaked at $6.33K in Q4 2022. 83 funds tracked by Wall St. Rank hold INDS as of Q1 2023.

  • Guardian Wealth Management (Illinois) reported no remaining Pacer Industrial Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 172 Pacer Industrial Real Estate ETF shares in Q1 2023, an estimated $6.33K.
  • Guardian Wealth Management (Illinois) first reported a position in Pacer Industrial Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s Pacer Industrial Real Estate ETF position peaked at $6.33K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2023, filed 9 May 2023.