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

TPG Financial Advisors’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
2023 Q1	–	Sell	-55,522	Closed	-$2.04M	–	48
2022 Q4	$2.04M	Sell	55,522 -8,837	-14%	-$326K	1.24%	24
2022 Q3	$2.27M	Sell	64,359 -2,894	-4%	-$121K	1.4%	23
2022 Q2	$2.75M	Buy	67,253 +1,265	+2%	+$56.8K	1.84%	15
2022 Q1	$3.35M	Sell	65,988 -430	-0.6%	-$21.3K	2.03%	15
2021 Q4	$3.72M	Buy	+66,418	New	+$3.36M	2.28%	12

Other funds holding INDS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

TPG Financial Advisors's INDS Position: Q1 2023 in Review

TPG Financial Advisors sold out of Pacer Industrial Real Estate ETF (INDS) in Q1 2023, closing a stake of 55,522 shares — an estimated $2.04M sold.

TPG Financial Advisors first reported a position in INDS in Q4 2021 and held it in 5 quarters. The position peaked at $3.72M in Q4 2021. 83 funds tracked by Wall St. Rank hold INDS as of Q1 2023.

TPG Financial Advisors reported no remaining Pacer Industrial Real Estate ETF position as of Q1 2023 after selling out during the quarter.
TPG Financial Advisors sold 55,522 Pacer Industrial Real Estate ETF shares in Q1 2023, an estimated $2.04M.
TPG Financial Advisors first reported a position in Pacer Industrial Real Estate ETF in Q4 2021 and held it in 5 quarters.
TPG Financial Advisors's Pacer Industrial Real Estate ETF position peaked at $3.72M in Q4 2021.
83 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2023.

Based on TPG Financial Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.