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Steward Partners Investment Advisory’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$1.81M Buy
29,132
+1,206
+4% +$77.4K 0.01% 897
2025
Q4 		$1.79M Buy
27,926
+21,961
+368% +$1.49M 0.01% 825
2025
Q3 		$399K Buy
5,965
+5,765
+2,883% +$360K ﹤0.01% 1500
2025
Q2 		$11.8K Hold
200
– – ﹤0.01% 3138
2025
Q1 		$8.9K Hold
200
– – ﹤0.01% 3150
2024
Q4 		$10.1K Buy
+200
New +$10K ﹤0.01% 3091

Other funds holding TRFK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Steward Partners Investment Advisory's TRFK Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Pacer Data and Digital Revolution ETF (TRFK) stake by 4.3% in Q1 2026, buying an estimated $77.4K and bringing the position to 29,132 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #897.

Steward Partners Investment Advisory first reported a position in TRFK in Q4 2024 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold TRFK as of Q1 2026.

  • Steward Partners Investment Advisory held 29,132 shares of Pacer Data and Digital Revolution ETF worth $1.81M as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,206 Pacer Data and Digital Revolution ETF shares in Q1 2026, an estimated $77.4K.
  • Pacer Data and Digital Revolution ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #897 holding.
  • Steward Partners Investment Advisory first reported a position in Pacer Data and Digital Revolution ETF in Q4 2024 and has held it in 6 quarters since.
  • 97 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.