H&H Retirement Design & Management’s Pacer Industrial Real Estate ETF INDS Stock Holding History

H&H Retirement Design & Management’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 Q4	–	Sell	-35,299	Closed	-$1.22M	–	65
2023 Q3	$1.22M	Buy	35,299 +881	+3%	+$33.9K	0.84%	23
2023 Q2	$1.41M	Sell	34,418 -759	-2%	-$30.3K	0.93%	23
2023 Q1	$1.4M	Buy	+35,177	New	+$1.4M	0.89%	23

Other funds holding INDS

APCM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

AWA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

H&H Retirement Design & Management's INDS Position: Q4 2023 in Review

H&H Retirement Design & Management sold out of Pacer Industrial Real Estate ETF (INDS) in Q4 2023, closing a stake of 35,299 shares — an estimated $1.22M sold.

H&H Retirement Design & Management first reported a position in INDS in Q1 2023 and held it in 3 quarters. The position peaked at $1.41M in Q2 2023. 72 funds tracked by Wall St. Rank hold INDS as of Q4 2023.

H&H Retirement Design & Management reported no remaining Pacer Industrial Real Estate ETF position as of Q4 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 35,299 Pacer Industrial Real Estate ETF shares in Q4 2023, an estimated $1.22M.
H&H Retirement Design & Management first reported a position in Pacer Industrial Real Estate ETF in Q1 2023 and held it in 3 quarters.
H&H Retirement Design & Management's Pacer Industrial Real Estate ETF position peaked at $1.41M in Q2 2023.
72 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q4 2023.

Based on H&H Retirement Design & Management's 13F filing for Q4 2023, filed 9 Feb 2024.