Steel Grove Capital Advisors’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Steel Grove Capital Advisors’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
2023 Q4	–	Sell	-6,676	Closed	-$234K	–	201
2023 Q3	$234K	Sell	6,676 -625	-9%	-$24K	0.03%	163
2023 Q2	$286K	Buy	7,301 +150	+2%	+$5.99K	0.04%	149
2023 Q1	$290K	Hold	7,151	–	–	0.04%	142
2022 Q4	$263K	Buy	+7,151	New	+$264K	0.04%	143

Other funds holding INDS

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ARG

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

Steel Grove Capital Advisors's INDS Position: Q4 2023 in Review

Steel Grove Capital Advisors sold out of Pacer Industrial Real Estate ETF (INDS) in Q4 2023, closing a stake of 6,676 shares — an estimated $234K sold.

Steel Grove Capital Advisors first reported a position in INDS in Q4 2022 and held it in 4 quarters. The position peaked at $290K in Q1 2023. 72 funds tracked by Wall St. Rank hold INDS as of Q4 2023.

Steel Grove Capital Advisors reported no remaining Pacer Industrial Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Steel Grove Capital Advisors sold 6,676 Pacer Industrial Real Estate ETF shares in Q4 2023, an estimated $234K.
Steel Grove Capital Advisors first reported a position in Pacer Industrial Real Estate ETF in Q4 2022 and held it in 4 quarters.
Steel Grove Capital Advisors's Pacer Industrial Real Estate ETF position peaked at $290K in Q1 2023.
72 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q4 2023.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.