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Summit Financial’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Summit Financial’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
2026
Q1 		$1.53M Buy
41,557
+1,365
+3% +$52.9K 0.02% 647
2025
Q4 		$1.51M Sell
40,192
-29
-0.1% -$1.1K 0.02% 548
2025
Q3 		$1.5M Buy
+40,221
New +$1.48M 0.02% 544

Other funds holding INDS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

Summit Financial's INDS Position: Q1 2026 in Review

Summit Financial increased its Pacer Industrial Real Estate ETF (INDS) stake by 3.4% in Q1 2026, buying an estimated $52.9K and bringing the position to 41,557 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #647.

Summit Financial first reported a position in INDS in Q3 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold INDS as of Q1 2026.

  • Summit Financial held 41,557 shares of Pacer Industrial Real Estate ETF worth $1.53M as of Q1 2026.
  • Summit Financial bought 1,365 Pacer Industrial Real Estate ETF shares in Q1 2026, an estimated $52.9K.
  • Pacer Industrial Real Estate ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #647 holding.
  • Summit Financial first reported a position in Pacer Industrial Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.