ACG Wealth’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

ACG Wealth’s Portfolio PTBD Stock Details PTBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-277	Closed	-$6K	–	818
2022 Q2	$6K	Buy	+277	New	+$6.31K	﹤0.01%	749

Other funds holding PTBD

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

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ACG Wealth's PTBD Position: Q3 2022 in Review

ACG Wealth sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2022, closing a stake of 277 shares — an estimated $6K sold.

ACG Wealth first reported a position in PTBD in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 77 funds tracked by Wall St. Rank hold PTBD as of Q3 2022.

ACG Wealth reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 277 Pacer Trendpilot US Bond ETF shares in Q3 2022, an estimated $6K.
ACG Wealth first reported a position in Pacer Trendpilot US Bond ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's Pacer Trendpilot US Bond ETF position peaked at $6K in Q2 2022.
77 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.