Tradition Wealth Management’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-214	Closed	-$9K	–	784
2023 Q4	$9K	Hold	214	–	–	﹤0.01%	1023
2023 Q3	$8K	Hold	214	–	–	﹤0.01%	1062
2023 Q2	$8K	Hold	214	–	–	﹤0.01%	1090
2023 Q1	$9K	Hold	214	–	–	﹤0.01%	1022
2022 Q4	$8K	Hold	214	–	–	﹤0.01%	946
2022 Q3	$8K	Hold	214	–	–	﹤0.01%	971
2022 Q2	$9K	Hold	214	–	–	﹤0.01%	844
2022 Q1	$11K	Hold	214	–	–	﹤0.01%	876
2021 Q4	$12K	Buy	+214	New	+$10.8K	﹤0.01%	866

Other funds holding INDS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tradition Wealth Management's INDS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Pacer Industrial Real Estate ETF (INDS) in Q1 2024, closing a stake of 214 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in INDS in Q4 2021 and held it in 9 quarters. The position peaked at $12K in Q4 2021. 72 funds tracked by Wall St. Rank hold INDS as of Q1 2024.

Tradition Wealth Management reported no remaining Pacer Industrial Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 214 Pacer Industrial Real Estate ETF shares in Q1 2024, an estimated $9K.
Tradition Wealth Management first reported a position in Pacer Industrial Real Estate ETF in Q4 2021 and held it in 9 quarters.
Tradition Wealth Management's Pacer Industrial Real Estate ETF position peaked at $12K in Q4 2021.
72 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.