Avantax Advisory Services’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-9,541	Closed	-$262K	–	1574
2023 Q1	$262K	Sell	9,541 -8,608	-47%	-$233K	﹤0.01%	1231
2022 Q4	$474K	Sell	18,149 -4,626	-20%	-$124K	0.01%	890
2022 Q3	$603K	Sell	22,775 -6,139	-21%	-$168K	0.01%	701
2022 Q2	$788K	Sell	28,914 -2,600	-8%	-$72.2K	0.01%	620
2022 Q1	$899K	Sell	31,514 -5,664	-15%	-$167K	0.01%	575
2021 Q4	$1.17M	Buy	37,178 +6,553	+21%	+$204K	0.02%	492
2021 Q3	$923K	Buy	30,625 +19,025	+164%	+$584K	0.02%	514
2021 Q2	$349K	Buy	+11,600	New	+$347K	0.01%	845

Other funds holding TRND

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FAIM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's TRND Position: Q2 2023 in Review

Avantax Advisory Services sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q2 2023, closing a stake of 9,541 shares — an estimated $262K sold.

Avantax Advisory Services first reported a position in TRND in Q2 2021 and held it in 8 quarters. The position peaked at $1.17M in Q4 2021. 24 funds tracked by Wall St. Rank hold TRND as of Q2 2023.

Avantax Advisory Services reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 9,541 Pacer Trendpilot Fund of Funds ETF shares in Q2 2023, an estimated $262K.
Avantax Advisory Services first reported a position in Pacer Trendpilot Fund of Funds ETF in Q2 2021 and held it in 8 quarters.
Avantax Advisory Services's Pacer Trendpilot Fund of Funds ETF position peaked at $1.17M in Q4 2021.
24 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.