Castleview Partners’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Castleview Partners’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 Q2	$2.84M	Buy	+102,382	New	+$2.82M	1.24%	12

Other funds holding PTBD

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

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

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

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

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

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

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

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

WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return

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

Castleview Partners's PTBD Position: Q2 2021 in Review

Castleview Partners opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q2 2021: 102,382 shares worth $2.84M. The stake represents 1.24% of the portfolio and ranks #12 among its holdings.

101 funds tracked by Wall St. Rank hold PTBD as of Q2 2021.

Castleview Partners held 102,382 shares of Pacer Trendpilot US Bond ETF worth $2.84M as of Q2 2021.
Pacer Trendpilot US Bond ETF was a new Castleview Partners position in Q2 2021.
Pacer Trendpilot US Bond ETF made up 1.24% of Castleview Partners's portfolio in Q2 2021, its #12 holding.
101 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.