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Financial Advocates Investment Management’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Financial Advocates Investment Management’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
2024
Q4 		– Sell
-48,618
Closed -$1.63M – 814
2024
Q3 		$1.63M Sell
48,618
-6,159
-11% -$200K 0.09% 211
2024
Q2 		$1.75M Buy
54,777
+1,215
+2% +$38.1K 0.11% 186
2024
Q1 		$1.69M Sell
53,562
-4,301
-7% -$130K 0.1% 205
2023
Q4 		$1.71M Sell
57,863
-5,281
-8% -$152K 0.11% 192
2023
Q3 		$1.78M Sell
63,144
-7,693
-11% -$223K 0.13% 180
2023
Q2 		$2.06M Sell
70,837
-12,733
-15% -$356K 0.15% 158
2023
Q1 		$2.29M Sell
83,570
-31,266
-27% -$847K 0.16% 143
2022
Q4 		$3M Sell
114,836
-3,591
-3% -$96K 0.22% 116
2022
Q3 		$3.14M Sell
118,427
-2,413
-2% -$65.9K 0.26% 103
2022
Q2 		$3.29M Buy
120,840
+37,244
+45% +$1.03M 0.27% 93
2022
Q1 		$2.39M Sell
83,596
-22,248
-21% -$657K 0.16% 153
2021
Q4 		$3.32M Buy
105,844
+17,155
+19% +$534K 0.21% 115
2021
Q3 		$2.68M Sell
88,689
-2,578
-3% -$79.1K 0.18% 138
2021
Q2 		$2.77M Buy
91,267
+11,113
+14% +$333K 0.19% 133
2021
Q1 		$2.33M Buy
80,154
+24,182
+43% +$693K 0.17% 143
2020
Q4 		$1.57M Buy
55,972
+39,648
+243% +$1.06M 0.11% 218
2020
Q3 		$411K Buy
+16,324
New +$411K 0.04% 408

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 $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Advocates Investment Management's TRND Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q4 2024, closing a stake of 48,618 shares — an estimated $1.63M sold.

Financial Advocates Investment Management first reported a position in TRND in Q3 2020 and held it in 17 quarters. The position peaked at $3.32M in Q4 2021. 22 funds tracked by Wall St. Rank hold TRND as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 48,618 Pacer Trendpilot Fund of Funds ETF shares in Q4 2024, an estimated $1.63M.
  • Financial Advocates Investment Management first reported a position in Pacer Trendpilot Fund of Funds ETF in Q3 2020 and held it in 17 quarters.
  • Financial Advocates Investment Management's Pacer Trendpilot Fund of Funds ETF position peaked at $3.32M in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.