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Independent Advisor Alliance’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Independent Advisor Alliance’s Portfolio TRFK Stock Details TRFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.1M Buy
+210,975
New +$13.5M 0.14% 132

Other funds holding TRFK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Independent Advisor Alliance's TRFK Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Pacer Data and Digital Revolution ETF (TRFK) in Q1 2026: 210,975 shares worth $13.1M. The stake represents 0.14% of the portfolio and ranks #132 among its holdings.

97 funds tracked by Wall St. Rank hold TRFK as of Q1 2026.

  • Independent Advisor Alliance held 210,975 shares of Pacer Data and Digital Revolution ETF worth $13.1M as of Q1 2026.
  • Pacer Data and Digital Revolution ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Pacer Data and Digital Revolution ETF made up 0.14% of Independent Advisor Alliance's portfolio in Q1 2026, its #132 holding.
  • 97 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.