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

WT 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
Q3 		$230K Buy
2,281
+405
+22% +$38.6K 0.06% 136
2026
Q2 		$200K Buy
+1,876
New +$167K 0.06% 138

Other funds holding TRFK

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

WT Wealth Management's TRFK Position: Q3 2026 in Review

WT Wealth Management increased its Pacer Data and Digital Revolution ETF (TRFK) stake by 22% in Q3 2026, buying an estimated $38.6K and bringing the position to 2,281 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #136.

WT Wealth Management first reported a position in TRFK in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold TRFK as of Q3 2026.

  • WT Wealth Management held 2,281 shares of Pacer Data and Digital Revolution ETF worth $230K as of Q3 2026.
  • WT Wealth Management bought 405 Pacer Data and Digital Revolution ETF shares in Q3 2026, an estimated $38.6K.
  • Pacer Data and Digital Revolution ETF made up 0.06% of WT Wealth Management's portfolio in Q3 2026, its #136 holding.
  • WT Wealth Management first reported a position in Pacer Data and Digital Revolution ETF in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.