TWM
TRFK icon

Tripletail Wealth Management’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Tripletail Wealth Management’s Portfolio TRFK Stock Details TRFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.6K Hold
165
– – 0.01% 209
2025
Q4 		$10.6K Hold
165
– – 0.01% 211
2025
Q3 		$11.6K Buy
+165
New +$10.3K 0.01% 252

Other funds holding TRFK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Tripletail Wealth Management's TRFK Position: Q1 2026 in Review

Tripletail Wealth Management held its Pacer Data and Digital Revolution ETF (TRFK) position steady in Q1 2026 at 165 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #209.

Tripletail Wealth Management first reported a position in TRFK in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q3 2025. 97 funds tracked by Wall St. Rank hold TRFK as of Q1 2026.

  • Tripletail Wealth Management held 165 shares of Pacer Data and Digital Revolution ETF worth $10.6K as of Q1 2026.
  • Tripletail Wealth Management left its Pacer Data and Digital Revolution ETF share count unchanged in Q1 2026.
  • Pacer Data and Digital Revolution ETF made up 0.01% of Tripletail Wealth Management's portfolio in Q1 2026, its #209 holding.
  • Tripletail Wealth Management first reported a position in Pacer Data and Digital Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • Tripletail Wealth Management's Pacer Data and Digital Revolution ETF position peaked at $11.6K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.