Cascadia Advisory Services’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$6.44M	Buy	237,584 +14,941	+7%	+$413K	1.31%	14
2021 Q2	$6.17M	Sell	222,643 -193,666	-47%	-$5.33M	1.33%	13
2021 Q1	$11.4M	Buy	+416,309	New	+$11.4M	2.52%	4

Other funds holding PTBD

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cascadia Advisory Services's PTBD Position: Q3 2021 in Review

Cascadia Advisory Services increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 6.7% in Q3 2021, buying an estimated $413K and bringing the position to 237,584 shares worth $6.44M. The position accounts for 1.31% of the portfolio, ranked #14.

Cascadia Advisory Services first reported a position in PTBD in Q1 2021 and has held it in 3 quarters since. The position peaked at $11.4M in Q1 2021. 126 funds tracked by Wall St. Rank hold PTBD as of Q3 2021.

Cascadia Advisory Services held 237,584 shares of Pacer Trendpilot US Bond ETF worth $6.44M as of Q3 2021.
Cascadia Advisory Services bought 14,941 Pacer Trendpilot US Bond ETF shares in Q3 2021, an estimated $413K.
Pacer Trendpilot US Bond ETF made up 1.31% of Cascadia Advisory Services's portfolio in Q3 2021, its #14 holding.
Cascadia Advisory Services first reported a position in Pacer Trendpilot US Bond ETF in Q1 2021 and has held it in 3 quarters since.
Cascadia Advisory Services's Pacer Trendpilot US Bond ETF position peaked at $11.4M in Q1 2021.
126 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.