Envestnet Portfolio Solutions
TRND icon

Envestnet Portfolio Solutions’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Envestnet Portfolio Solutions’s Portfolio TRND Stock Details TRND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,603
Closed -$525K – 1601
2023
Q3 		$525K Buy
+18,603
New +$540K ﹤0.01% 967

Other funds holding TRND

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Portfolio Solutions's TRND Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q4 2023, closing a stake of 18,603 shares — an estimated $525K sold.

Envestnet Portfolio Solutions first reported a position in TRND in Q3 2023 and held it in 1 quarter. The position peaked at $525K in Q3 2023. 21 funds tracked by Wall St. Rank hold TRND as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 18,603 Pacer Trendpilot Fund of Funds ETF shares in Q4 2023, an estimated $525K.
  • Envestnet Portfolio Solutions first reported a position in Pacer Trendpilot Fund of Funds ETF in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Pacer Trendpilot Fund of Funds ETF position peaked at $525K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.