Wealthspire Advisors (New York)’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Wealthspire Advisors (New York)’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
2023 Q1	–	Sell	-5,525	Closed	-$203K	–	563
2022 Q4	$203K	Buy	+5,525	New	+$204K	﹤0.01%	540
2022 Q3	–	Sell	-5,525	Closed	-$226K	–	528
2022 Q2	$226K	Hold	5,525	–	–	﹤0.01%	456
2022 Q1	$281K	Hold	5,525	–	–	0.01%	361
2021 Q4	$310K	Hold	5,525	–	–	0.01%	411
2021 Q3	$242K	Hold	5,525	–	–	0.01%	503
2021 Q2	$238K	Hold	5,525	–	–	0.01%	330
2021 Q1	$215K	Hold	5,525	–	–	0.01%	655
2020 Q4	$203K	Buy	+5,525	New	+$195K	0.01%	550

Other funds holding INDS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s INDS Position: Q1 2023 in Review

Wealthspire Advisors (New York) sold out of Pacer Industrial Real Estate ETF (INDS) in Q1 2023, closing a stake of 5,525 shares — an estimated $203K sold.

Wealthspire Advisors (New York) first reported a position in INDS in Q4 2020 and held it in 8 quarters. The position peaked at $310K in Q4 2021. 83 funds tracked by Wall St. Rank hold INDS as of Q1 2023.

Wealthspire Advisors (New York) reported no remaining Pacer Industrial Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 5,525 Pacer Industrial Real Estate ETF shares in Q1 2023, an estimated $203K.
Wealthspire Advisors (New York) first reported a position in Pacer Industrial Real Estate ETF in Q4 2020 and held it in 8 quarters.
Wealthspire Advisors (New York)'s Pacer Industrial Real Estate ETF position peaked at $310K in Q4 2021.
83 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q1 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2023, filed 9 May 2023.