Visionary Wealth Advisors’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Visionary Wealth 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
2024 Q2	–	Sell	-10,804	Closed	-$429K	–	513
2024 Q1	$429K	Buy	10,804 +1,074	+11%	+$42.5K	0.03%	348
2023 Q4	$407K	Buy	9,730 +326	+3%	+$11.8K	0.03%	348
2023 Q3	$330K	Buy	9,404 +1,652	+21%	+$63.6K	0.03%	353
2023 Q2	$303K	Buy	+7,752	New	+$309K	0.02%	363

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

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

Visionary Wealth Advisors's INDS Position: Q2 2024 in Review

Visionary Wealth Advisors sold out of Pacer Industrial Real Estate ETF (INDS) in Q2 2024, closing a stake of 10,804 shares — an estimated $429K sold.

Visionary Wealth Advisors first reported a position in INDS in Q2 2023 and held it in 4 quarters. The position peaked at $429K in Q1 2024. 65 funds tracked by Wall St. Rank hold INDS as of Q2 2024.

Visionary Wealth Advisors reported no remaining Pacer Industrial Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 10,804 Pacer Industrial Real Estate ETF shares in Q2 2024, an estimated $429K.
Visionary Wealth Advisors first reported a position in Pacer Industrial Real Estate ETF in Q2 2023 and held it in 4 quarters.
Visionary Wealth Advisors's Pacer Industrial Real Estate ETF position peaked at $429K in Q1 2024.
65 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q2 2024.

Based on Visionary Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.