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

Atria Wealth Solutions’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
2024
Q1 		– Sell
-9,943
Closed -$205K – 2043
2023
Q4 		$205K Buy
+9,943
New +$197K ﹤0.01% 1761
2023
Q1 		– Sell
-10,540
Closed -$212K – 1938
2022
Q4 		$212K Sell
10,540
-3,781
-26% -$76.5K ﹤0.01% 1578
2022
Q3 		$281K Sell
14,321
-25,352
-64% -$535K ﹤0.01% 1341
2022
Q2 		$853K Sell
39,673
-6,192
-14% -$141K 0.02% 760
2022
Q1 		$1.11M Buy
+45,865
New +$1.18M 0.02% 688

Other funds holding PTBD

CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Atria Wealth Solutions's PTBD Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2024, closing a stake of 9,943 shares — an estimated $205K sold.

Atria Wealth Solutions first reported a position in PTBD in Q1 2022 and held it in 5 quarters. The position peaked at $1.11M in Q1 2022. 60 funds tracked by Wall St. Rank hold PTBD as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,943 Pacer Trendpilot US Bond ETF shares in Q1 2024, an estimated $205K.
  • Atria Wealth Solutions first reported a position in Pacer Trendpilot US Bond ETF in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Pacer Trendpilot US Bond ETF position peaked at $1.11M in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.