FI
PTBD icon

FormulaFolio Investments’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-78,712
Closed -$2.17M – 719
2020
Q4 		$2.17M Buy
+78,712
New +$2.12M 0.05% 237

Other funds holding PTBD

SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

FormulaFolio Investments's PTBD Position: Q1 2021 in Review

FormulaFolio Investments sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2021, closing a stake of 78,712 shares — an estimated $2.17M sold.

FormulaFolio Investments first reported a position in PTBD in Q4 2020 and held it in 1 quarter. The position peaked at $2.17M in Q4 2020. 83 funds tracked by Wall St. Rank hold PTBD as of Q1 2021.

  • FormulaFolio Investments reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 78,712 Pacer Trendpilot US Bond ETF shares in Q1 2021, an estimated $2.17M.
  • FormulaFolio Investments first reported a position in Pacer Trendpilot US Bond ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Pacer Trendpilot US Bond ETF position peaked at $2.17M in Q4 2020.
  • 83 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.