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

Next Financial 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
2021 Q4	$11K	Sell	200 -975	-83%	-$49.3K	﹤0.01%	2150
2021 Q3	$52K	Sell	1,175 -135	-10%	-$6.18K	﹤0.01%	1394
2021 Q2	$57K	Sell	1,310 -671	-34%	-$28.2K	﹤0.01%	1336
2021 Q1	$77K	Buy	1,981 +72	+4%	+$2.69K	0.01%	1118
2020 Q4	$70K	Sell	1,909 -789	-29%	-$27.9K	0.01%	1087
2020 Q3	$91K	Buy	+2,698	New	+$91.9K	0.01%	901
2020 Q2	–	Sell	-2,932	Closed	-$84K	–	1209
2020 Q1	$84K	Buy	2,932 +955	+48%	+$31.1K	0.01%	812
2019 Q4	$66K	Buy	1,977 +828	+72%	+$27.6K	0.01%	1087
2019 Q3	$37K	Buy	1,149 +494	+75%	+$15.8K	﹤0.01%	1233
2019 Q2	$20K	Buy	+655	New	+$19.4K	﹤0.01%	1461

Other funds holding INDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Next Financial Group's INDS Position: Q4 2021 in Review

Next Financial Group reduced its Pacer Industrial Real Estate ETF (INDS) stake by 83% in Q4 2021, selling an estimated $49.3K and leaving 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Next Financial Group first reported a position in INDS in Q2 2019 and has held it in 10 quarters since. The position peaked at $91K in Q3 2020. 94 funds tracked by Wall St. Rank hold INDS as of Q4 2021.

Next Financial Group held 200 shares of Pacer Industrial Real Estate ETF worth $11K as of Q4 2021.
Next Financial Group sold 975 Pacer Industrial Real Estate ETF shares in Q4 2021, an estimated $49.3K.
Pacer Industrial Real Estate ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2150 holding.
Next Financial Group first reported a position in Pacer Industrial Real Estate ETF in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's Pacer Industrial Real Estate ETF position peaked at $91K in Q3 2020.
94 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.