LSAG
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Lake Street Advisors Group’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Lake Street Advisors Group’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
2024
Q2 		– Sell
-17,137
Closed -$681K – 645
2024
Q1 		$681K Hold
17,137
– – 0.03% 289
2023
Q4 		$717K Hold
17,137
– – 0.04% 272
2023
Q3 		$602K Buy
17,137
+3,709
+28% +$143K 0.04% 197
2023
Q2 		$526K Buy
13,428
+61
+0.5% +$2.43K 0.03% 206
2023
Q1 		$541K Buy
13,367
+28
+0.2% +$1.12K 0.03% 194
2022
Q4 		$491K Buy
13,339
+138
+1% +$5.1K 0.03% 191
2022
Q3 		$466K Buy
+13,201
New +$553K 0.03% 190

Other funds holding INDS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return