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

Herold 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
2023 Q2	–	Sell	-5,000	Closed	-$203K	–	241
2023 Q1	$203K	Buy	+5,000	New	+$199K	0.07%	221
2022 Q3	–	Sell	-5,000	Closed	-$204K	–	192
2022 Q2	$204K	Hold	5,000	–	–	0.09%	185
2022 Q1	$254K	Hold	5,000	–	–	0.09%	180
2021 Q4	$280K	Hold	5,000	–	–	0.11%	168
2021 Q3	$219K	Buy	+5,000	New	+$229K	0.09%	188

Other funds holding INDS

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Herold Advisors's INDS Position: Q2 2023 in Review

Herold Advisors sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2023, closing a stake of 5,000 shares — an estimated $203K sold.

Herold Advisors first reported a position in INDS in Q3 2021 and held it in 5 quarters. The position peaked at $280K in Q4 2021. 81 funds tracked by Wall St. Rank hold INDS as of Q2 2023.

Herold Advisors reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Herold Advisors sold 5,000 Pacer Industrial Real Estate ETF shares in Q2 2023, an estimated $203K.
Herold Advisors first reported a position in Pacer Industrial Real Estate ETF in Q3 2021 and held it in 5 quarters.
Herold Advisors's Pacer Industrial Real Estate ETF position peaked at $280K in Q4 2021.
81 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2023.

Based on Herold Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.