TA
TRFK icon

TrueWealth Advisors’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

TrueWealth Advisors’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
Q3 		$243K Buy
2,406
+272
+13% +$25.9K 0.05% 219
2026
Q2 		$228K Buy
+2,134
New +$190K 0.05% 225

Other funds holding TRFK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SIM
Synergy Investment Management Altamonte Springs, Florida $446M AUM 14.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TrueWealth Advisors's TRFK Position: Q3 2026 in Review

TrueWealth Advisors increased its Pacer Data and Digital Revolution ETF (TRFK) stake by 13% in Q3 2026, buying an estimated $25.9K and bringing the position to 2,406 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #219.

TrueWealth Advisors first reported a position in TRFK in Q2 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold TRFK as of Q3 2026.

  • TrueWealth Advisors held 2,406 shares of Pacer Data and Digital Revolution ETF worth $243K as of Q3 2026.
  • TrueWealth Advisors bought 272 Pacer Data and Digital Revolution ETF shares in Q3 2026, an estimated $25.9K.
  • Pacer Data and Digital Revolution ETF made up 0.05% of TrueWealth Advisors's portfolio in Q3 2026, its #219 holding.
  • TrueWealth Advisors first reported a position in Pacer Data and Digital Revolution ETF in Q2 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.