Next Level Wealth Planning’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Next Level Wealth Planning’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
2026 Q1	$469K	Sell	12,756 -4,012	-24%	-$155K	0.24%	35
2025 Q4	$615K	Buy	16,768 +768	+5%	+$29.1K	0.33%	25
2025 Q3	$595K	Buy	16,000 +1,868	+13%	+$68.8K	0.34%	24
2025 Q2	$523K	Sell	14,132 -335	-2%	-$12.1K	0.33%	24
2025 Q1	$535K	Buy	14,467 +1,815	+14%	+$66.4K	0.41%	21
2024 Q4	$447K	Buy	+12,652	New	+$492K	0.35%	22

Other funds holding INDS

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

ARG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CWM

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

Next Level Wealth Planning's INDS Position: Q1 2026 in Review

Next Level Wealth Planning reduced its Pacer Industrial Real Estate ETF (INDS) stake by 24% in Q1 2026, selling an estimated $155K and leaving 12,756 shares worth $469K. The position accounts for 0.24% of the portfolio, ranked #35.

Next Level Wealth Planning first reported a position in INDS in Q4 2024 and has held it in 6 quarters since. The position peaked at $615K in Q4 2025. 75 funds tracked by Wall St. Rank hold INDS as of Q1 2026.

Next Level Wealth Planning held 12,756 shares of Pacer Industrial Real Estate ETF worth $469K as of Q1 2026.
Next Level Wealth Planning sold 4,012 Pacer Industrial Real Estate ETF shares in Q1 2026, an estimated $155K.
Pacer Industrial Real Estate ETF made up 0.24% of Next Level Wealth Planning's portfolio in Q1 2026, its #35 holding.
Next Level Wealth Planning first reported a position in Pacer Industrial Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's Pacer Industrial Real Estate ETF position peaked at $615K in Q4 2025.
75 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.