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Advisory Resource Group’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Advisory Resource Group’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
2021
Q4 		– Sell
-118,429
Closed -$3.21M – 153
2021
Q3 		$3.21M Buy
+118,429
New +$3.27M 1.18% 19

Other funds holding PTBD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisory Resource Group's PTBD Position: Q4 2021 in Review

Advisory Resource Group sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q4 2021, closing a stake of 118,429 shares — an estimated $3.21M sold.

Advisory Resource Group first reported a position in PTBD in Q3 2021 and held it in 1 quarter. The position peaked at $3.21M in Q3 2021. 135 funds tracked by Wall St. Rank hold PTBD as of Q4 2021.

  • Advisory Resource Group reported no remaining Pacer Trendpilot US Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Advisory Resource Group sold 118,429 Pacer Trendpilot US Bond ETF shares in Q4 2021, an estimated $3.21M.
  • Advisory Resource Group first reported a position in Pacer Trendpilot US Bond ETF in Q3 2021 and held it in 1 quarter.
  • Advisory Resource Group's Pacer Trendpilot US Bond ETF position peaked at $3.21M in Q3 2021.
  • 135 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q4 2021.

Based on Advisory Resource Group's 13F filing for Q4 2021, filed 8 Feb 2022.