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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
Q2 		$1.83M Buy
45,415
+3,858
+9% +$153K 0.02% 661
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Financial's INDS Position: Q2 2026 in Review

Summit Financial increased its Pacer Industrial Real Estate ETF (INDS) stake by 9.3% in Q2 2026, buying an estimated $153K and bringing the position to 45,415 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #661.

Summit Financial first reported a position in INDS in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold INDS as of Q2 2026.

  • Summit Financial held 45,415 shares of Pacer Industrial Real Estate ETF worth $1.83M as of Q2 2026.
  • Summit Financial bought 3,858 Pacer Industrial Real Estate ETF shares in Q2 2026, an estimated $153K.
  • Pacer Industrial Real Estate ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #661 holding.
  • Summit Financial first reported a position in Pacer Industrial Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.