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 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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Independent Financial Group's TRFK Position: Q2 2026 in Review

Independent Financial Group increased its Pacer Data and Digital Revolution ETF (TRFK) stake by 15% in Q2 2026, buying an estimated $323K and bringing the position to 28,308 shares worth $3.02M. The position accounts for 0.06% of the portfolio, ranked #345.

Independent Financial Group first reported a position in TRFK in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold TRFK as of Q2 2026.

Independent Financial Group held 28,308 shares of Pacer Data and Digital Revolution ETF worth $3.02M as of Q2 2026.
Independent Financial Group bought 3,621 Pacer Data and Digital Revolution ETF shares in Q2 2026, an estimated $323K.
Pacer Data and Digital Revolution ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #345 holding.
Independent Financial Group first reported a position in Pacer Data and Digital Revolution ETF in Q3 2025 and has held it in 4 quarters since.
127 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.