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Stonebridge Financial Planning Group’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Stonebridge Financial Planning Group’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 		$232K Buy
+2,172
New +$194K 0.07% 168

Other funds holding TRFK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stonebridge Financial Planning Group's TRFK Position: Q2 2026 in Review

Stonebridge Financial Planning Group opened a new position in Pacer Data and Digital Revolution ETF (TRFK) in Q2 2026: 2,172 shares worth $232K. The stake represents 0.07% of the portfolio and ranks #168 among its holdings.

127 funds tracked by Wall St. Rank hold TRFK as of Q2 2026.

  • Stonebridge Financial Planning Group held 2,172 shares of Pacer Data and Digital Revolution ETF worth $232K as of Q2 2026.
  • Pacer Data and Digital Revolution ETF was a new Stonebridge Financial Planning Group position in Q2 2026.
  • Pacer Data and Digital Revolution ETF made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #168 holding.
  • 127 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.