Newbridge Financial Services Group’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Newbridge Financial Services 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	-250	Closed	-$9.94K	–	1164
2024 Q1	$9.94K	Hold	250	–	–	﹤0.01%	771
2023 Q4	$10.5K	Hold	250	–	–	0.01%	725
2023 Q3	$8.78K	Hold	250	–	–	﹤0.01%	850
2023 Q2	$9.78K	Hold	250	–	–	﹤0.01%	893
2023 Q1	$10.1K	Hold	250	–	–	0.01%	909
2022 Q4	$9.2K	Hold	250	–	–	0.01%	934
2022 Q3	$9K	Hold	250	–	–	0.01%	904
2022 Q2	$10K	Sell	250 -500	-67%	-$22.5K	0.01%	865
2022 Q1	$38K	Buy	+750	New	+$37.2K	0.02%	547

Other funds holding INDS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Newbridge Financial Services Group's INDS Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2024, closing a stake of 250 shares — an estimated $9.94K sold.

Newbridge Financial Services Group first reported a position in INDS in Q1 2022 and held it in 9 quarters. The position peaked at $38K in Q1 2022. 65 funds tracked by Wall St. Rank hold INDS as of Q2 2024.

Newbridge Financial Services Group reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 250 Pacer Industrial Real Estate ETF shares in Q2 2024, an estimated $9.94K.
Newbridge Financial Services Group first reported a position in Pacer Industrial Real Estate ETF in Q1 2022 and held it in 9 quarters.
Newbridge Financial Services Group's Pacer Industrial Real Estate ETF position peaked at $38K in Q1 2022.
65 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.