Financial Gravity Asset Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-1,466	Closed	-$29.9K	–	2186
2024 Q1	$29.9K	Buy	+1,466	New	+$29.9K	﹤0.01%	469
2023 Q3	–	Sell	-20	Closed	-$13.2K	–	1643
2023 Q2	$13.2K	Buy	+20	New	+$401	0.04%	226
2023 Q1	–	Sell	-20	Closed	-$10.4K	–	1531
2022 Q4	$10.4K	Buy	+20	New	+$405	0.05%	239

Other funds holding PTBD

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

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

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

ODFS

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

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

RJFSA

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

KAS

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

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

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

Financial Gravity Asset Management's PTBD Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2024, closing a stake of 1,466 shares — an estimated $29.9K sold.

Financial Gravity Asset Management first reported a position in PTBD in Q4 2022 and held it in 3 quarters. The position peaked at $29.9K in Q1 2024. 58 funds tracked by Wall St. Rank hold PTBD as of Q2 2024.

Financial Gravity Asset Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1,466 Pacer Trendpilot US Bond ETF shares in Q2 2024, an estimated $29.9K.
Financial Gravity Asset Management first reported a position in Pacer Trendpilot US Bond ETF in Q4 2022 and held it in 3 quarters.
Financial Gravity Asset Management's Pacer Trendpilot US Bond ETF position peaked at $29.9K in Q1 2024.
58 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.