KFP
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Kerr Financial Planning’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Kerr Financial Planning’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 		$8K Hold
75
– – 0.01% 394
2026
Q1 		$5.83K Sell
75
-25
-25% -$1.6K ﹤0.01% 410
2025
Q4 		$6.44K Buy
100
+50
+100% +$3.4K 0.01% 407
2025
Q3 		$3.38K Buy
+50
New +$3.12K ﹤0.01% 445

Other funds holding TRFK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kerr Financial Planning's TRFK Position: Q2 2026 in Review

Kerr Financial Planning held its Pacer Data and Digital Revolution ETF (TRFK) position steady in Q2 2026 at 75 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #394.

Kerr Financial Planning 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.

  • Kerr Financial Planning held 75 shares of Pacer Data and Digital Revolution ETF worth $8K as of Q2 2026.
  • Kerr Financial Planning left its Pacer Data and Digital Revolution ETF share count unchanged in Q2 2026.
  • Pacer Data and Digital Revolution ETF made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #394 holding.
  • Kerr Financial Planning 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 Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.