Brinker Capital Investments’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Brinker Capital Investments’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 Q1	–	Sell	-22,161	Closed	-$578K	–	1646
2022 Q4	$578K	Hold	22,161	–	–	0.01%	933
2022 Q3	$587K	Hold	22,161	–	–	0.01%	892
2022 Q2	$604K	Hold	22,161	–	–	0.01%	914
2022 Q1	$634K	Hold	22,161	–	–	0.01%	960
2021 Q4	$695K	Hold	22,161	–	–	0.01%	954
2021 Q3	$668K	Hold	22,161	–	–	0.01%	894
2021 Q2	$673K	Hold	22,161	–	–	0.01%	944
2021 Q1	$643K	Hold	22,161	–	–	0.01%	827
2020 Q4	$621K	Hold	22,161	–	–	0.01%	788
2020 Q3	$557K	Hold	22,161	–	–	0.01%	875
2020 Q2	$539K	Buy	22,161 +9,976	+82%	+$239K	0.02%	242
2020 Q1	$285K	Hold	12,185	–	–	0.01%	279
2019 Q4	$328K	Hold	12,185	–	–	0.01%	286
2019 Q3	$305K	Hold	12,185	–	–	0.01%	293
2019 Q2	$305K	Buy	+12,185	New	+$298K	0.01%	335

Other funds holding TRND

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 $43.3B AUM 29.3% 1-Year Est. Return

AWS

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

SOS

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Brinker Capital Investments's TRND Position: Q1 2023 in Review

Brinker Capital Investments sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q1 2023, closing a stake of 22,161 shares — an estimated $578K sold.

Brinker Capital Investments first reported a position in TRND in Q2 2019 and held it in 15 quarters. The position peaked at $695K in Q4 2021. 22 funds tracked by Wall St. Rank hold TRND as of Q1 2023.

Brinker Capital Investments reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q1 2023 after selling out during the quarter.
Brinker Capital Investments sold 22,161 Pacer Trendpilot Fund of Funds ETF shares in Q1 2023, an estimated $578K.
Brinker Capital Investments first reported a position in Pacer Trendpilot Fund of Funds ETF in Q2 2019 and held it in 15 quarters.
Brinker Capital Investments's Pacer Trendpilot Fund of Funds ETF position peaked at $695K in Q4 2021.
22 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q1 2023.

Based on Brinker Capital Investments's 13F filing for Q1 2023, filed 31 Jul 2025.