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Good Life Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Good Life Advisors’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
2023
Q3 		– Sell
-31,288
Closed -$625K – 429
2023
Q2 		$625K Sell
31,288
-1,820
-5% -$36.5K 0.07% 195
2023
Q1 		$666K Sell
33,108
-1,211
-4% -$24.8K 0.09% 172
2022
Q4 		$690K Sell
34,319
-1,251
-4% -$25.3K 0.1% 169
2022
Q3 		$698K Sell
35,570
-24,438
-41% -$515K 0.1% 151
2022
Q2 		$1.29M Sell
60,008
-28,142
-32% -$641K 0.18% 108
2022
Q1 		$2.14M Buy
88,150
+12,367
+16% +$318K 0.27% 72
2021
Q4 		$2.04M Buy
75,783
+8,430
+13% +$227K 0.25% 77
2021
Q3 		$1.83M Buy
67,353
+32,359
+92% +$895K 0.25% 82
2021
Q2 		$970K Buy
34,994
+1,561
+5% +$42.9K 0.18% 93
2021
Q1 		$911K Buy
33,433
+2,766
+9% +$75.9K 0.18% 104
2020
Q4 		$845K Buy
30,667
+7,343
+31% +$198K 0.2% 92
2020
Q3 		$608K Buy
+23,324
New +$613K 0.17% 111

Other funds holding PTBD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Good Life Advisors's PTBD Position: Q3 2023 in Review

Good Life Advisors sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2023, closing a stake of 31,288 shares — an estimated $625K sold.

Good Life Advisors first reported a position in PTBD in Q3 2020 and held it in 12 quarters. The position peaked at $2.14M in Q1 2022. 60 funds tracked by Wall St. Rank hold PTBD as of Q3 2023.

  • Good Life Advisors reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Good Life Advisors sold 31,288 Pacer Trendpilot US Bond ETF shares in Q3 2023, an estimated $625K.
  • Good Life Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q3 2020 and held it in 12 quarters.
  • Good Life Advisors's Pacer Trendpilot US Bond ETF position peaked at $2.14M in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2023.

Based on Good Life Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.