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	–	287
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 $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return