AWA
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Arkadios Wealth Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Arkadios Wealth Advisors’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
-110,052
Closed -$2.98M – 1464
2021
Q3 		$2.98M Buy
110,052
+6,071
+6% +$168K 0.43% 55
2021
Q2 		$2.88M Buy
+103,981
New +$2.86M 0.35% 71

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

Arkadios Wealth Advisors's PTBD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q4 2021, closing a stake of 110,052 shares — an estimated $2.98M sold.

Arkadios Wealth Advisors first reported a position in PTBD in Q2 2021 and held it in 2 quarters. The position peaked at $2.98M in Q3 2021. 135 funds tracked by Wall St. Rank hold PTBD as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Pacer Trendpilot US Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 110,052 Pacer Trendpilot US Bond ETF shares in Q4 2021, an estimated $2.98M.
  • Arkadios Wealth Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Pacer Trendpilot US Bond ETF position peaked at $2.98M in Q3 2021.
  • 135 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.