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Personal Wealth Partners’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Personal Wealth Partners’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
2022
Q2 		– Sell
-10,913
Closed -$554K – 30
2022
Q1 		$554K Hold
10,913
– – 0.24% 43
2021
Q4 		$612K Hold
10,913
– – 0.25% 44
2021
Q3 		$479K Buy
+10,913
New +$499K 0.2% 48

Other funds holding INDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TFA
TPG Financial Advisors Portland, Oregon $307M AUM 12.5% 1-Year Est. Return

Personal Wealth Partners's INDS Position: Q2 2022 in Review

Personal Wealth Partners sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2022, closing a stake of 10,913 shares — an estimated $554K sold.

Personal Wealth Partners first reported a position in INDS in Q3 2021 and held it in 3 quarters. The position peaked at $612K in Q4 2021. 93 funds tracked by Wall St. Rank hold INDS as of Q2 2022.

  • Personal Wealth Partners reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 10,913 Pacer Industrial Real Estate ETF shares in Q2 2022, an estimated $554K.
  • Personal Wealth Partners first reported a position in Pacer Industrial Real Estate ETF in Q3 2021 and held it in 3 quarters.
  • Personal Wealth Partners's Pacer Industrial Real Estate ETF position peaked at $612K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.