IWM
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IHT Wealth Management’s Pacer Industrial Real Estate ETF INDS Stock Holding History

IHT Wealth 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
2024
Q4 		– Sell
-5,171
Closed -$224K – 1144
2024
Q3 		$224K Buy
+5,171
New +$214K 0.01% 1046
2024
Q2 		– Sell
-7,939
Closed -$316K – 1051
2024
Q1 		$316K Buy
7,939
+338
+4% +$13.4K 0.01% 783
2023
Q4 		$318K Hold
7,601
– – 0.01% 746
2023
Q3 		$267K Hold
7,601
– – 0.01% 781
2023
Q2 		$297K Hold
7,601
– – 0.02% 732
2023
Q1 		$308K Sell
7,601
-102
-1% -$4.07K 0.02% 690
2022
Q4 		$283K Sell
7,703
-435
-5% -$16.1K 0.02% 682
2022
Q3 		$287K Buy
+8,138
New +$341K 0.02% 643
2022
Q1 		– Sell
-4,262
Closed -$239K – 812
2021
Q4 		$239K Buy
+4,262
New +$216K 0.02% 698

Other funds holding INDS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return