Key Financial Inc’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Key Financial Inc’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
2023 Q4	–	Sell	-5	Closed	-$176	–	1341
2023 Q3	$176	Hold	5	–	–	﹤0.01%	1300
2023 Q2	$196	Hold	5	–	–	﹤0.01%	1341
2023 Q1	$202	Hold	5	–	–	﹤0.01%	1131
2022 Q4	$177	Hold	5	–	–	﹤0.01%	1140
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1147
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1125
2022 Q1	$0	Buy	+5	New	+$248	﹤0.01%	1083

Other funds holding INDS

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

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

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

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

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ARG

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

Key Financial Inc's INDS Position: Q4 2023 in Review

Key Financial Inc sold out of Pacer Industrial Real Estate ETF (INDS) in Q4 2023, closing a stake of 5 shares — an estimated $176 sold.

Key Financial Inc first reported a position in INDS in Q1 2022 and held it in 7 quarters. The position peaked at $202 in Q1 2023. 72 funds tracked by Wall St. Rank hold INDS as of Q4 2023.

Key Financial Inc reported no remaining Pacer Industrial Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 5 Pacer Industrial Real Estate ETF shares in Q4 2023, an estimated $176.
Key Financial Inc first reported a position in Pacer Industrial Real Estate ETF in Q1 2022 and held it in 7 quarters.
Key Financial Inc's Pacer Industrial Real Estate ETF position peaked at $202 in Q1 2023.
72 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.