Invenio Wealth Partners’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Invenio Wealth Partners’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
2026 Q2	$1.5M	Buy	37,209 +568	+2%	+$22.6K	0.54%	28
2026 Q1	$1.35M	Buy	36,641 +3,201	+10%	+$124K	0.53%	31
2025 Q4	$1.23M	Sell	33,440 -8,501	-20%	-$322K	0.46%	33
2025 Q3	$1.56M	Buy	41,941 +2,260	+6%	+$83.2K	0.57%	32
2025 Q2	$1.47M	Sell	39,681 -51	-0.1%	-$1.84K	0.58%	30
2025 Q1	$1.47M	Buy	39,732 +2,042	+5%	+$74.8K	0.62%	28
2024 Q4	$1.33M	Buy	+37,690	New	+$1.47M	0.56%	33

Other funds holding INDS

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

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

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

Invenio Wealth Partners's INDS Position: Q2 2026 in Review

Invenio Wealth Partners increased its Pacer Industrial Real Estate ETF (INDS) stake by 1.6% in Q2 2026, buying an estimated $22.6K and bringing the position to 37,209 shares worth $1.5M. The position accounts for 0.54% of the portfolio, ranked #28.

Invenio Wealth Partners first reported a position in INDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q3 2025. 70 funds tracked by Wall St. Rank hold INDS as of Q2 2026.

Invenio Wealth Partners held 37,209 shares of Pacer Industrial Real Estate ETF worth $1.5M as of Q2 2026.
Invenio Wealth Partners bought 568 Pacer Industrial Real Estate ETF shares in Q2 2026, an estimated $22.6K.
Pacer Industrial Real Estate ETF made up 0.54% of Invenio Wealth Partners's portfolio in Q2 2026, its #28 holding.
Invenio Wealth Partners first reported a position in Pacer Industrial Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Invenio Wealth Partners's Pacer Industrial Real Estate ETF position peaked at $1.56M in Q3 2025.
70 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.