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

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

Other funds holding INDS

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

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ARG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Paragon Private Wealth Management's INDS Position: Q1 2025 in Review

Paragon Private Wealth Management sold out of Pacer Industrial Real Estate ETF (INDS) in Q1 2025, closing a stake of 8,569 shares — an estimated $302K sold.

Paragon Private Wealth Management first reported a position in INDS in Q4 2021 and held it in 13 quarters. The position peaked at $775K in Q4 2021. 60 funds tracked by Wall St. Rank hold INDS as of Q1 2025.

Paragon Private Wealth Management reported no remaining Pacer Industrial Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Paragon Private Wealth Management sold 8,569 Pacer Industrial Real Estate ETF shares in Q1 2025, an estimated $302K.
Paragon Private Wealth Management first reported a position in Pacer Industrial Real Estate ETF in Q4 2021 and held it in 13 quarters.
Paragon Private Wealth Management's Pacer Industrial Real Estate ETF position peaked at $775K in Q4 2021.
60 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2025.

Based on Paragon Private Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.