Gallagher Benefit Services’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$618K	Buy	+30,712	New	+$621K	0.13%	100

Other funds holding PTBD

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

CAG

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CFD

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

Gallagher Benefit Services's PTBD Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q4 2022: 30,712 shares worth $618K. The stake represents 0.13% of the portfolio and ranks #100 among its holdings.

83 funds tracked by Wall St. Rank hold PTBD as of Q4 2022.

Gallagher Benefit Services held 30,712 shares of Pacer Trendpilot US Bond ETF worth $618K as of Q4 2022.
Pacer Trendpilot US Bond ETF was a new Gallagher Benefit Services position in Q4 2022.
Pacer Trendpilot US Bond ETF made up 0.13% of Gallagher Benefit Services's portfolio in Q4 2022, its #100 holding.
83 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.