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

Napa 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
2025
Q3 		$493K Sell
13,261
-232
-2% -$8.54K 0.23% 100
2025
Q2 		$499K Buy
13,493
+141
+1% +$5.09K 0.24% 96
2025
Q1 		$494K Sell
13,352
-1,139
-8% -$41.7K 0.28% 113
2024
Q4 		$512K Buy
+14,491
New +$564K 0.22% 124

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Napa Wealth Management's INDS Position: Q3 2025 in Review

Napa Wealth Management reduced its Pacer Industrial Real Estate ETF (INDS) stake by 1.7% in Q3 2025, selling an estimated $8.54K and leaving 13,261 shares worth $493K. The position accounts for 0.23% of the portfolio, ranked #100.

Napa Wealth Management first reported a position in INDS in Q4 2024 and has held it in 4 quarters since. The position peaked at $512K in Q4 2024. 65 funds tracked by Wall St. Rank hold INDS as of Q3 2025.

  • Napa Wealth Management held 13,261 shares of Pacer Industrial Real Estate ETF worth $493K as of Q3 2025.
  • Napa Wealth Management sold 232 Pacer Industrial Real Estate ETF shares in Q3 2025, an estimated $8.54K.
  • Pacer Industrial Real Estate ETF made up 0.23% of Napa Wealth Management's portfolio in Q3 2025, its #100 holding.
  • Napa Wealth Management first reported a position in Pacer Industrial Real Estate ETF in Q4 2024 and has held it in 4 quarters since.
  • Napa Wealth Management's Pacer Industrial Real Estate ETF position peaked at $512K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.