Private Ocean
INDS icon

Private Ocean’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Private Ocean’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
2024
Q2 		– Sell
-296
Closed -$11.8K – 650
2024
Q1 		$11.8K Buy
+296
New +$11.7K ﹤0.01% 351

Other funds holding INDS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Alaska Permanent Capital Management
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alaska Wealth Advisors
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Ocean's INDS Position: Q2 2024 in Review

Private Ocean sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2024, closing a stake of 296 shares — an estimated $11.8K sold.

Private Ocean first reported a position in INDS in Q1 2024 and held it in 1 quarter. The position peaked at $11.8K in Q1 2024. 65 funds tracked by Wall St. Rank hold INDS as of Q2 2024.

  • Private Ocean reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Private Ocean sold 296 Pacer Industrial Real Estate ETF shares in Q2 2024, an estimated $11.8K.
  • Private Ocean first reported a position in Pacer Industrial Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • Private Ocean's Pacer Industrial Real Estate ETF position peaked at $11.8K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.