Kingswood Wealth Advisors’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Kingswood Wealth Advisors’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	$258K	Buy	+2,421	New	+$216K	0.01%	843
2026 Q1	–	Sell	-5,244	Closed	-$336K	–	974
2025 Q4	$336K	Buy	+5,244	New	+$357K	0.02%	640

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

Kingswood Wealth Advisors's TRFK Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Pacer Data and Digital Revolution ETF (TRFK) in Q2 2026: 2,421 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in TRFK as recently as Q4 2025.

Kingswood Wealth Advisors first reported a position in TRFK in Q4 2025 and has held it in 2 quarters since. The position peaked at $336K in Q4 2025. 127 funds tracked by Wall St. Rank hold TRFK as of Q2 2026.

Kingswood Wealth Advisors held 2,421 shares of Pacer Data and Digital Revolution ETF worth $258K as of Q2 2026.
Pacer Data and Digital Revolution ETF was a new Kingswood Wealth Advisors position in Q2 2026.
Pacer Data and Digital Revolution ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #843 holding.
Kingswood Wealth Advisors first reported a position in Pacer Data and Digital Revolution ETF in Q4 2025 and has held it in 2 quarters since.
Kingswood Wealth Advisors's Pacer Data and Digital Revolution ETF position peaked at $336K in Q4 2025.
127 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.