Coppell Advisory Solutions’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-275	Closed	-$5.5K	–	1472
2024 Q4	$5.5K	Hold	275	–	–	﹤0.01%	1295
2024 Q3	$5.68K	Sell	275 -400	-59%	-$8.2K	﹤0.01%	1233
2024 Q2	$13.6K	Buy	+675	New	+$13.6K	﹤0.01%	919
2023 Q4	$29.8K	Sell	1,455 -3,000	-67%	-$59.3K	0.01%	625
2023 Q3	$89.6K	Buy	4,455 +2,200	+98%	+$43.7K	0.03%	225
2023 Q2	$44.8K	Buy	+2,255	New	+$45.2K	0.01%	416
2023 Q1	–	Sell	-4,455	Closed	-$89.6K	–	846
2022 Q4	$89.6K	Buy	+4,455	New	+$90.1K	0.03%	229

Other funds holding PTBD

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions's PTBD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2025, closing a stake of 275 shares — an estimated $5.5K sold.

Coppell Advisory Solutions first reported a position in PTBD in Q4 2022 and held it in 7 quarters. The position peaked at $89.6K in Q3 2023. 57 funds tracked by Wall St. Rank hold PTBD as of Q1 2025.

Coppell Advisory Solutions reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 275 Pacer Trendpilot US Bond ETF shares in Q1 2025, an estimated $5.5K.
Coppell Advisory Solutions first reported a position in Pacer Trendpilot US Bond ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Pacer Trendpilot US Bond ETF position peaked at $89.6K in Q3 2023.
57 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.