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Allworth Financial’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Allworth Financial’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
2025
Q1 		– Sell
-1,462
Closed -$29.6K – 4155
2024
Q4 		$29.6K Buy
+1,462
New +$29.6K ﹤0.01% 1859

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's PTBD Position: Q1 2025 in Review

Allworth Financial sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2025, closing a stake of 1,462 shares — an estimated $29.6K sold.

Allworth Financial first reported a position in PTBD in Q4 2024 and held it in 1 quarter. The position peaked at $29.6K in Q4 2024. 57 funds tracked by Wall St. Rank hold PTBD as of Q1 2025.

  • Allworth Financial reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 1,462 Pacer Trendpilot US Bond ETF shares in Q1 2025, an estimated $29.6K.
  • Allworth Financial first reported a position in Pacer Trendpilot US Bond ETF in Q4 2024 and held it in 1 quarter.
  • Allworth Financial's Pacer Trendpilot US Bond ETF position peaked at $29.6K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.