Core Wealth Advisors (Florida)’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Core Wealth Advisors (Florida)’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
2022 Q1	–	Sell	-5,391	Closed	-$145K	–	223
2021 Q4	$145K	Buy	5,391 +8	+0.1%	+$215	0.09%	49
2021 Q3	$146K	Buy	5,383 +444	+9%	+$12.3K	0.1%	49
2021 Q2	$137K	Buy	4,939 +1,778	+56%	+$48.9K	0.09%	46
2021 Q1	$86K	Buy	3,161 +2,051	+185%	+$56.3K	0.08%	44
2020 Q4	$31K	Buy	1,110 +2	+0.2%	+$54	0.03%	74
2020 Q3	$29K	Buy	+1,108	New	+$29.1K	0.03%	67

Other funds holding PTBD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

RJFSA

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

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

CAN

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

RJA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Core Wealth Advisors (Florida)'s PTBD Position: Q1 2022 in Review

Core Wealth Advisors (Florida) sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2022, closing a stake of 5,391 shares — an estimated $145K sold.

Core Wealth Advisors (Florida) first reported a position in PTBD in Q3 2020 and held it in 6 quarters. The position peaked at $146K in Q3 2021. 125 funds tracked by Wall St. Rank hold PTBD as of Q1 2022.

Core Wealth Advisors (Florida) reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 5,391 Pacer Trendpilot US Bond ETF shares in Q1 2022, an estimated $145K.
Core Wealth Advisors (Florida) first reported a position in Pacer Trendpilot US Bond ETF in Q3 2020 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s Pacer Trendpilot US Bond ETF position peaked at $146K in Q3 2021.
125 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2022, filed 16 May 2022.