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Traphagen Investment Advisors’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Traphagen Investment 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
2021
Q1 		– Sell
-278,133
Closed -$10.2M – 144
2020
Q4 		$10.2M Buy
278,133
+19,322
+7% +$683K 1.84% 17
2020
Q3 		$8.71M Buy
+258,811
New +$8.82M 1.76% 16

Other funds holding INDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Traphagen Investment Advisors's INDS Position: Q1 2021 in Review

Traphagen Investment Advisors sold out of Pacer Industrial Real Estate ETF (INDS) in Q1 2021, closing a stake of 278,133 shares — an estimated $10.2M sold.

Traphagen Investment Advisors first reported a position in INDS in Q3 2020 and held it in 2 quarters. The position peaked at $10.2M in Q4 2020. 44 funds tracked by Wall St. Rank hold INDS as of Q1 2021.

  • Traphagen Investment Advisors reported no remaining Pacer Industrial Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Traphagen Investment Advisors sold 278,133 Pacer Industrial Real Estate ETF shares in Q1 2021, an estimated $10.2M.
  • Traphagen Investment Advisors first reported a position in Pacer Industrial Real Estate ETF in Q3 2020 and held it in 2 quarters.
  • Traphagen Investment Advisors's Pacer Industrial Real Estate ETF position peaked at $10.2M in Q4 2020.
  • 44 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2021.

Based on Traphagen Investment Advisors's 13F filing for Q1 2021, filed 17 Jun 2024.