Independent Financial Group
TRFK icon

Independent Financial Group’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Independent Financial Group’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
Q3 		$3M Buy
29,746
+1,438
+5% +$137K 0.05% 348
2026
Q2 		$3.02M Buy
28,308
+3,621
+15% +$323K 0.06% 345
2026
Q1 		$1.54M Buy
24,687
+1,715
+7% +$110K 0.03% 478
2025
Q4 		$1.47M Buy
22,972
+18,401
+403% +$1.25M 0.03% 487
2025
Q3 		$306K Buy
+4,571
New +$286K 0.01% 1083

Other funds holding TRFK

HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Independent Financial Group's TRFK Position: Q3 2026 in Review

Independent Financial Group increased its Pacer Data and Digital Revolution ETF (TRFK) stake by 5.1% in Q3 2026, buying an estimated $137K and bringing the position to 29,746 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #348.

Independent Financial Group first reported a position in TRFK in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.02M in Q2 2026. 15 funds tracked by Wall St. Rank hold TRFK as of Q3 2026.

  • Independent Financial Group held 29,746 shares of Pacer Data and Digital Revolution ETF worth $3M as of Q3 2026.
  • Independent Financial Group bought 1,438 Pacer Data and Digital Revolution ETF shares in Q3 2026, an estimated $137K.
  • Pacer Data and Digital Revolution ETF made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #348 holding.
  • Independent Financial Group first reported a position in Pacer Data and Digital Revolution ETF in Q3 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Pacer Data and Digital Revolution ETF position peaked at $3.02M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.