Financial Advocates Investment Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Financial Advocates Investment Management’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
2023 Q1	–	Sell	-86,978	Closed	-$1.75M	–	804
2022 Q4	$1.75M	Buy	86,978 +27,961	+47%	+$566K	0.13%	188
2022 Q3	$1.16M	Sell	59,017 -20,831	-26%	-$439K	0.1%	226
2022 Q2	$1.72M	Sell	79,848 -33,250	-29%	-$758K	0.14%	180
2022 Q1	$2.75M	Buy	113,098 +14,970	+15%	+$384K	0.18%	132
2021 Q4	$2.64M	Sell	98,128 -11,799	-11%	-$318K	0.17%	148
2021 Q3	$2.98M	Sell	109,927 -10,790	-9%	-$298K	0.2%	122
2021 Q2	$3.35M	Buy	120,717 +12,071	+11%	+$332K	0.22%	113
2021 Q1	$2.96M	Buy	+108,646	New	+$2.98M	0.21%	111

Other funds holding PTBD

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

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

RJFSA

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

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

CFD

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

RJA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Advocates Investment Management's PTBD Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2023, closing a stake of 86,978 shares — an estimated $1.75M sold.

Financial Advocates Investment Management first reported a position in PTBD in Q1 2021 and held it in 8 quarters. The position peaked at $3.35M in Q2 2021. 64 funds tracked by Wall St. Rank hold PTBD as of Q1 2023.

Financial Advocates Investment Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 86,978 Pacer Trendpilot US Bond ETF shares in Q1 2023, an estimated $1.75M.
Financial Advocates Investment Management first reported a position in Pacer Trendpilot US Bond ETF in Q1 2021 and held it in 8 quarters.
Financial Advocates Investment Management's Pacer Trendpilot US Bond ETF position peaked at $3.35M in Q2 2021.
64 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.