SW
TRFK icon

SteelPeak Wealth’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

SteelPeak Wealth’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
2026
Q2 		$288K Buy
+2,697
New +$241K 0.01% 542
2026
Q1 		– Sell
-4,783
Closed -$306K – 647
2025
Q4 		$306K Sell
4,783
-1,037
-18% -$70.5K 0.01% 428
2025
Q3 		$389K Buy
+5,820
New +$364K 0.01% 428

Other funds holding TRFK

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SteelPeak Wealth's TRFK Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Pacer Data and Digital Revolution ETF (TRFK) in Q2 2026: 2,697 shares worth $288K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in TRFK as recently as Q4 2025.

SteelPeak Wealth first reported a position in TRFK in Q3 2025 and has held it in 3 quarters since. The position peaked at $389K in Q3 2025. 17 funds tracked by Wall St. Rank hold TRFK as of Q2 2026.

  • SteelPeak Wealth held 2,697 shares of Pacer Data and Digital Revolution ETF worth $288K as of Q2 2026.
  • Pacer Data and Digital Revolution ETF was a new SteelPeak Wealth position in Q2 2026.
  • Pacer Data and Digital Revolution ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #542 holding.
  • SteelPeak Wealth first reported a position in Pacer Data and Digital Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • SteelPeak Wealth's Pacer Data and Digital Revolution ETF position peaked at $389K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.