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Meridian Wealth Management’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Meridian Wealth Management’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
2022
Q2 		– Sell
-18,915
Closed -$961K – 568
2022
Q1 		$961K Sell
18,915
-6,500
-26% -$322K 0.11% 158
2021
Q4 		$1.42M Buy
+25,415
New +$1.29M 0.15% 127

Other funds holding INDS

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TFA
TPG Financial Advisors Portland, Oregon $307M AUM 12.5% 1-Year Est. Return

Meridian Wealth Management's INDS Position: Q2 2022 in Review

Meridian Wealth Management sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2022, closing a stake of 18,915 shares — an estimated $961K sold.

Meridian Wealth Management first reported a position in INDS in Q4 2021 and held it in 2 quarters. The position peaked at $1.42M in Q4 2021. 93 funds tracked by Wall St. Rank hold INDS as of Q2 2022.

  • Meridian Wealth Management reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 18,915 Pacer Industrial Real Estate ETF shares in Q2 2022, an estimated $961K.
  • Meridian Wealth Management first reported a position in Pacer Industrial Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Meridian Wealth Management's Pacer Industrial Real Estate ETF position peaked at $1.42M in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2022.

Based on Meridian Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.