Bullock Wealth Management’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Bullock Wealth Management’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
2026 Q2	$26.2K	Sell	711 -407	-36%	-$14.6K	0.01%	337
2026 Q1	$37.2K	Sell	1,118 -222	-17%	-$7.6K	0.02%	298
2025 Q4	$45.1K	Hold	1,340	–	–	0.02%	279
2025 Q3	$45.2K	Hold	1,340	–	–	0.02%	273
2025 Q2	$42.7K	Sell	1,340 -776	-37%	-$24.1K	0.02%	256
2025 Q1	$68.1K	Buy	2,116 +2	+0.1%	+$66	0.04%	215
2024 Q4	$68.6K	Hold	2,114	–	–	0.04%	220
2024 Q3	$70.5K	Sell	2,114 -3,961	-65%	-$129K	0.04%	211
2024 Q2	$194K	Hold	6,075	–	–	0.13%	136
2024 Q1	$191K	Buy	+6,075	New	+$184K	0.13%	142

Other funds holding TRND

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

X Advisors Santa Maria, California $37.6M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bullock Wealth Management's TRND Position: Q2 2026 in Review

Bullock Wealth Management reduced its Pacer Trendpilot Fund of Funds ETF (TRND) stake by 36% in Q2 2026, selling an estimated $14.6K and leaving 711 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #337.

Bullock Wealth Management first reported a position in TRND in Q1 2024 and has held it in 10 quarters since. The position peaked at $194K in Q2 2024. 23 funds tracked by Wall St. Rank hold TRND as of Q2 2026.

Bullock Wealth Management held 711 shares of Pacer Trendpilot Fund of Funds ETF worth $26.2K as of Q2 2026.
Bullock Wealth Management sold 407 Pacer Trendpilot Fund of Funds ETF shares in Q2 2026, an estimated $14.6K.
Pacer Trendpilot Fund of Funds ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #337 holding.
Bullock Wealth Management first reported a position in Pacer Trendpilot Fund of Funds ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Pacer Trendpilot Fund of Funds ETF position peaked at $194K in Q2 2024.
23 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.