Next Level Wealth Planning’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Next Level Wealth Planning’s Portfolio TRFK Stock Details TRFK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$39.6K	Buy	+393	New	+$37.5K	0.02%	193

Other funds holding TRFK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Next Level Wealth Planning's TRFK Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Pacer Data and Digital Revolution ETF (TRFK) in Q3 2026: 393 shares worth $39.6K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings.

71 funds tracked by Wall St. Rank hold TRFK as of Q3 2026.

Next Level Wealth Planning held 393 shares of Pacer Data and Digital Revolution ETF worth $39.6K as of Q3 2026.
Pacer Data and Digital Revolution ETF was a new Next Level Wealth Planning position in Q3 2026.
Pacer Data and Digital Revolution ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #193 holding.
71 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.