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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 – 1939
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

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Pacer Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return