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PPWM
Paragon Private Wealth Management’s
Pacer Industrial Real Estate ETF
INDS
Stock Holding History
Paragon Private Wealth Management’s Portfolio
INDS Stock Details
INDS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-8,569
Closed
-$302K
–
186
2024
Q4
$302K
Sell
8,569
-1,647
-16%
-$64.1K
0.14%
134
2024
Q3
$442K
Buy
10,216
+191
+2%
+$7.89K
0.22%
108
2024
Q2
$379K
Sell
10,025
-19
-0.2%
-$708
0.21%
108
2024
Q1
$399K
Hold
10,044
–
–
0.24%
103
2023
Q4
$420K
Sell
10,044
-784
-7%
-$28.3K
0.29%
94
2023
Q3
$380K
Sell
10,828
-1,650
-13%
-$63.5K
0.31%
88
2023
Q2
$488K
Sell
12,478
-3
-0%
-$120
0.39%
76
2023
Q1
$505K
Sell
12,481
-1,167
-9%
-$46.5K
0.43%
77
2022
Q4
$502K
Sell
13,648
-449
-3%
-$16.6K
0.45%
67
2022
Q3
$513K
Sell
14,097
-1,099
-7%
-$46K
0.5%
63
2022
Q2
$620K
Buy
15,196
+284
+2%
+$12.8K
0.66%
50
2022
Q1
$644K
Buy
14,912
+1,077
+8%
+$53.4K
0.63%
47
2021
Q4
$775K
Buy
+13,835
New
+$700K
0.69%
47
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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