Atria Wealth Solutions’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Atria Wealth Solutions’s Portfolio TRND Stock Details TRND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-33,544	Closed	-$947K	–	2024
2023 Q3	$947K	Sell	33,544 -6,242	-16%	-$181K	0.01%	837
2023 Q2	$1.16M	Sell	39,786 -370	-0.9%	-$10.4K	0.02%	786
2023 Q1	$1.1M	Sell	40,156 -4,129	-9%	-$112K	0.02%	758
2022 Q4	$1.16M	Hold	44,285	–	–	0.02%	688
2022 Q3	$1.17M	Buy	44,285 +1,767	+4%	+$48.2K	0.02%	665
2022 Q2	$1.16M	Buy	42,518 +186	+0.4%	+$5.17K	0.02%	638
2022 Q1	$1.21M	Buy	+42,332	New	+$1.25M	0.02%	647

Other funds holding TRND

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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

Atria Wealth Solutions's TRND Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q4 2023, closing a stake of 33,544 shares — an estimated $947K sold.

Atria Wealth Solutions first reported a position in TRND in Q1 2022 and held it in 7 quarters. The position peaked at $1.21M in Q1 2022. 21 funds tracked by Wall St. Rank hold TRND as of Q4 2023.

Atria Wealth Solutions reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 33,544 Pacer Trendpilot Fund of Funds ETF shares in Q4 2023, an estimated $947K.
Atria Wealth Solutions first reported a position in Pacer Trendpilot Fund of Funds ETF in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's Pacer Trendpilot Fund of Funds ETF position peaked at $1.21M in Q1 2022.
21 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.