Opal Wealth Advisors’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Opal Wealth Advisors’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
2024 Q3	–	Sell	-62	Closed	-$2.81K	–	1083
2024 Q2	$2.81K	Buy	+62	New	+$2.63K	﹤0.01%	908

Other funds holding TRFK

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Opal Wealth Advisors's TRFK Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Pacer Data and Digital Revolution ETF (TRFK) in Q3 2024, closing a stake of 62 shares — an estimated $2.81K sold.

Opal Wealth Advisors first reported a position in TRFK in Q2 2024 and held it in 1 quarter. The position peaked at $2.81K in Q2 2024. 23 funds tracked by Wall St. Rank hold TRFK as of Q3 2024.

Opal Wealth Advisors reported no remaining Pacer Data and Digital Revolution ETF position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 62 Pacer Data and Digital Revolution ETF shares in Q3 2024, an estimated $2.81K.
Opal Wealth Advisors first reported a position in Pacer Data and Digital Revolution ETF in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Pacer Data and Digital Revolution ETF position peaked at $2.81K in Q2 2024.
23 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.