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Realta Investment Advisors’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Realta Investment 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
-300
Closed -$13.6K – 738
2024
Q2 		$13.6K Buy
+300
New +$12.7K ﹤0.01% 651

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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
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

Realta Investment Advisors's TRFK Position: Q3 2024 in Review

Realta Investment Advisors sold out of Pacer Data and Digital Revolution ETF (TRFK) in Q3 2024, closing a stake of 300 shares — an estimated $13.6K sold.

Realta Investment Advisors first reported a position in TRFK in Q2 2024 and held it in 1 quarter. The position peaked at $13.6K in Q2 2024. 23 funds tracked by Wall St. Rank hold TRFK as of Q3 2024.

  • Realta Investment Advisors reported no remaining Pacer Data and Digital Revolution ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 300 Pacer Data and Digital Revolution ETF shares in Q3 2024, an estimated $13.6K.
  • Realta Investment Advisors first reported a position in Pacer Data and Digital Revolution ETF in Q2 2024 and held it in 1 quarter.
  • Realta Investment Advisors's Pacer Data and Digital Revolution ETF position peaked at $13.6K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.