BB
PTBD icon

Burford Brothers’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Burford Brothers’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
-16,664
Closed -$331K – 154
2023
Q4 		$331K Buy
+16,664
New +$329K 0.23% 107

Other funds holding PTBD

CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B 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 $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Burford Brothers's PTBD Position: Q1 2024 in Review

Burford Brothers sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2024, closing a stake of 16,664 shares — an estimated $331K sold.

Burford Brothers first reported a position in PTBD in Q4 2023 and held it in 1 quarter. The position peaked at $331K in Q4 2023. 61 funds tracked by Wall St. Rank hold PTBD as of Q1 2024.

  • Burford Brothers reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Burford Brothers sold 16,664 Pacer Trendpilot US Bond ETF shares in Q1 2024, an estimated $331K.
  • Burford Brothers first reported a position in Pacer Trendpilot US Bond ETF in Q4 2023 and held it in 1 quarter.
  • Burford Brothers's Pacer Trendpilot US Bond ETF position peaked at $331K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2024.

Based on Burford Brothers's 13F filing for Q1 2024, filed 15 May 2024.