Retirement Group’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Retirement Group’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 Q1	$82.3K	Hold	2,070	–	–	0.03%	183
2023 Q4	$86.6K	Sell	2,070 -396	-16%	-$14.3K	0.03%	167
2023 Q3	$86.6K	Hold	2,466	–	–	0.04%	156
2023 Q2	$96.5K	Sell	2,466 -56	-2%	-$2.23K	0.04%	148
2023 Q1	$102K	Hold	2,522	–	–	0.05%	135
2022 Q4	$93K	Buy	+2,522	New	+$93.2K	0.05%	127
2022 Q3	–	Sell	-4,644	Closed	-$190K	–	643
2022 Q2	$190K	Buy	4,644 +2,122	+84%	+$95.3K	0.08%	106
2022 Q1	$128K	Buy	2,522 +77	+3%	+$3.82K	0.05%	145
2021 Q4	$137K	Buy	2,445 +434	+22%	+$22K	0.06%	141
2021 Q3	$88K	Buy	2,011 +60	+3%	+$2.75K	0.04%	171
2021 Q2	$84K	Hold	1,951	–	–	0.04%	171
2021 Q1	$76K	Buy	1,951 +312	+19%	+$11.7K	0.03%	219
2020 Q4	$60K	Buy	1,639 +142	+9%	+$5.02K	0.03%	241
2020 Q3	$50K	Buy	1,497 +77	+5%	+$2.62K	0.03%	241
2020 Q2	$45K	Buy	+1,420	New	+$43K	0.03%	246
2019 Q4	$30K	Buy	+892	New	+$29.7K	0.02%	277

Other funds holding INDS

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

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 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

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

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

ARG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Retirement Group's INDS Position: Q1 2024 in Review

Retirement Group held its Pacer Industrial Real Estate ETF (INDS) position steady in Q1 2024 at 2,070 shares worth $82.3K. The position accounts for 0.03% of the portfolio, ranked #183.

Retirement Group first reported a position in INDS in Q4 2019 and has held it in 16 quarters since. The position peaked at $190K in Q2 2022. 72 funds tracked by Wall St. Rank hold INDS as of Q1 2024.

Retirement Group held 2,070 shares of Pacer Industrial Real Estate ETF worth $82.3K as of Q1 2024.
Retirement Group left its Pacer Industrial Real Estate ETF share count unchanged in Q1 2024.
Pacer Industrial Real Estate ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #183 holding.
Retirement Group first reported a position in Pacer Industrial Real Estate ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's Pacer Industrial Real Estate ETF position peaked at $190K in Q2 2022.
72 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.