JBR Co Financial Management’s Pacer Industrial Real Estate ETF INDS Stock Holding History

JBR Co Financial 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
2025 Q2	–	Sell	-6,287	Closed	-$232K	–	116
2025 Q1	$232K	Sell	6,287 -2,415	-28%	-$88.4K	0.14%	102
2024 Q4	$307K	Buy	8,702 +444	+5%	+$17.3K	0.19%	84
2024 Q3	$357K	Sell	8,258 -922	-10%	-$38.1K	0.23%	78
2024 Q2	$347K	Hold	9,180	–	–	0.24%	75
2024 Q1	$365K	Sell	9,180 -984	-10%	-$38.9K	0.29%	68
2023 Q4	$425K	Buy	+10,164	New	+$367K	0.4%	57

Other funds holding INDS

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

JBR Co Financial Management's INDS Position: Q2 2025 in Review

JBR Co Financial Management sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2025, closing a stake of 6,287 shares — an estimated $232K sold.

JBR Co Financial Management first reported a position in INDS in Q4 2023 and held it in 6 quarters. The position peaked at $425K in Q4 2023. 64 funds tracked by Wall St. Rank hold INDS as of Q2 2025.

JBR Co Financial Management reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2025 after selling out during the quarter.
JBR Co Financial Management sold 6,287 Pacer Industrial Real Estate ETF shares in Q2 2025, an estimated $232K.
JBR Co Financial Management first reported a position in Pacer Industrial Real Estate ETF in Q4 2023 and held it in 6 quarters.
JBR Co Financial Management's Pacer Industrial Real Estate ETF position peaked at $425K in Q4 2023.
64 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2025.

Based on JBR Co Financial Management's 13F filing for Q2 2025, filed 13 Aug 2025.