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Gaddis Premier Wealth Advisors’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Gaddis Premier Wealth Advisors’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
2026
Q1 		$636K Sell
19,262
-176
-0.9% -$6.03K 0.47% 47
2025
Q4 		$654K Buy
+19,438
New +$661K 0.5% 39

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gaddis Premier Wealth Advisors's TRND Position: Q1 2026 in Review

Gaddis Premier Wealth Advisors reduced its Pacer Trendpilot Fund of Funds ETF (TRND) stake by 0.91% in Q1 2026, selling an estimated $6.03K and leaving 19,262 shares worth $636K. The position accounts for 0.47% of the portfolio, ranked #47.

Gaddis Premier Wealth Advisors first reported a position in TRND in Q4 2025 and has held it in 2 quarters since. The position peaked at $654K in Q4 2025. 23 funds tracked by Wall St. Rank hold TRND as of Q1 2026.

  • Gaddis Premier Wealth Advisors held 19,262 shares of Pacer Trendpilot Fund of Funds ETF worth $636K as of Q1 2026.
  • Gaddis Premier Wealth Advisors sold 176 Pacer Trendpilot Fund of Funds ETF shares in Q1 2026, an estimated $6.03K.
  • Pacer Trendpilot Fund of Funds ETF made up 0.47% of Gaddis Premier Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • Gaddis Premier Wealth Advisors first reported a position in Pacer Trendpilot Fund of Funds ETF in Q4 2025 and has held it in 2 quarters since.
  • Gaddis Premier Wealth Advisors's Pacer Trendpilot Fund of Funds ETF position peaked at $654K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q1 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.