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Legacy Wealth Management (Idaho)’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-68
Closed -$4.23K – 894
2026
Q1 		$4.23K Buy
+68
New +$4.36K ﹤0.01% 649

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Cetera Investment Advisers
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Raymond James Financial
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CFD
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Cambridge Investment Research Advisors
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
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Legacy Wealth Management (Idaho)'s TRFK Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Pacer Data and Digital Revolution ETF (TRFK) in Q2 2026, closing a stake of 68 shares — an estimated $4.23K sold.

Legacy Wealth Management (Idaho) first reported a position in TRFK in Q1 2026 and held it in 1 quarter. The position peaked at $4.23K in Q1 2026. 127 funds tracked by Wall St. Rank hold TRFK as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Pacer Data and Digital Revolution ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 68 Pacer Data and Digital Revolution ETF shares in Q2 2026, an estimated $4.23K.
  • Legacy Wealth Management (Idaho) first reported a position in Pacer Data and Digital Revolution ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Pacer Data and Digital Revolution ETF position peaked at $4.23K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.