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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
Q1 		$4.23K Buy
+68
New +$4.36K ﹤0.01% 649

Other funds holding TRFK

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s TRFK Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Pacer Data and Digital Revolution ETF (TRFK) in Q1 2026: 68 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

97 funds tracked by Wall St. Rank hold TRFK as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 68 shares of Pacer Data and Digital Revolution ETF worth $4.23K as of Q1 2026.
  • Pacer Data and Digital Revolution ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Pacer Data and Digital Revolution ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #649 holding.
  • 97 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.