Greenwich Wealth Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Greenwich Wealth 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
2023 Q1	–	Sell	-10,000	Closed	-$201K	–	240
2022 Q4	$201K	Sell	10,000 -6,200	-38%	-$125K	0.02%	215
2022 Q3	$318K	Sell	16,200 -200	-1%	-$4.22K	0.03%	185
2022 Q2	$353K	Hold	16,400	–	–	0.05%	181
2022 Q1	$399K	Sell	16,400 -100	-0.6%	-$2.57K	0.04%	177
2021 Q4	$444K	Hold	16,500	–	–	0.04%	173
2021 Q3	$447K	Buy	+16,500	New	+$456K	0.04%	164

Other funds holding PTBD

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

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

CAG

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

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

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

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

CFD

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

RJA

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

KAS

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

Greenwich Wealth Management's PTBD Position: Q1 2023 in Review

Greenwich Wealth Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2023, closing a stake of 10,000 shares — an estimated $201K sold.

Greenwich Wealth Management first reported a position in PTBD in Q3 2021 and held it in 6 quarters. The position peaked at $447K in Q3 2021. 64 funds tracked by Wall St. Rank hold PTBD as of Q1 2023.

Greenwich Wealth Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2023 after selling out during the quarter.
Greenwich Wealth Management sold 10,000 Pacer Trendpilot US Bond ETF shares in Q1 2023, an estimated $201K.
Greenwich Wealth Management first reported a position in Pacer Trendpilot US Bond ETF in Q3 2021 and held it in 6 quarters.
Greenwich Wealth Management's Pacer Trendpilot US Bond ETF position peaked at $447K in Q3 2021.
64 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2023.

Based on Greenwich Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.