HBW Advisory Services’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

HBW Advisory 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
2023 Q1	–	Sell	-23,695	Closed	-$477K	–	286
2022 Q4	$477K	Sell	23,695 -19,304	-45%	-$390K	0.13%	171
2022 Q3	$844K	Sell	42,999 -3,325	-7%	-$70.1K	0.24%	115
2022 Q2	$996K	Sell	46,324 -20,390	-31%	-$465K	0.26%	103
2022 Q1	$1.62M	Buy	+66,714	New	+$1.71M	0.57%	57

Other funds holding PTBD

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

Jane Street New York $1.21T AUM 78.12% 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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

HBW Advisory Services's PTBD Position: Q1 2023 in Review

HBW Advisory Services sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2023, closing a stake of 23,695 shares — an estimated $477K sold.

HBW Advisory Services first reported a position in PTBD in Q1 2022 and held it in 4 quarters. The position peaked at $1.62M in Q1 2022. 64 funds tracked by Wall St. Rank hold PTBD as of Q1 2023.

HBW Advisory Services reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2023 after selling out during the quarter.
HBW Advisory Services sold 23,695 Pacer Trendpilot US Bond ETF shares in Q1 2023, an estimated $477K.
HBW Advisory Services first reported a position in Pacer Trendpilot US Bond ETF in Q1 2022 and held it in 4 quarters.
HBW Advisory Services's Pacer Trendpilot US Bond ETF position peaked at $1.62M in Q1 2022.
64 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2023.

Based on HBW Advisory Services's 13F filing for Q1 2023, filed 7 Apr 2023.