IFP Advisors’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

IFP Advisors’s Portfolio TRND Stock Details TRND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-210	Closed	-$5.93K	–	3342
2023 Q3	$5.93K	Hold	210	–	–	﹤0.01%	2447
2023 Q2	$6.11K	Hold	210	–	–	﹤0.01%	2477
2023 Q1	$5.3K	Sell	210 -2,985	-93%	-$80.8K	﹤0.01%	2542
2022 Q4	$81K	Buy	3,195 +16	+0.5%	+$428	﹤0.01%	1887
2022 Q3	$81K	Hold	3,179	–	–	﹤0.01%	2007
2022 Q2	$81K	Hold	3,179	–	–	﹤0.01%	1829
2022 Q1	$81K	Buy	3,179 +2,969	+1,414%	+$87.7K	﹤0.01%	1829
2021 Q4	$7K	Hold	210	–	–	﹤0.01%	2369
2021 Q3	$6K	Sell	210 -275	-57%	-$8.44K	﹤0.01%	2505
2021 Q2	$14K	Hold	485	–	–	﹤0.01%	2095
2021 Q1	$14K	Sell	485 -75	-13%	-$2.15K	﹤0.01%	2010
2020 Q4	$16K	Sell	560 -140	-20%	-$3.74K	﹤0.01%	1879
2020 Q3	$20K	Buy	700 +290	+71%	+$7.3K	﹤0.01%	1653
2020 Q2	$10K	Hold	410	–	–	﹤0.01%	1834
2020 Q1	$10K	Sell	410 -4,274	-91%	-$111K	﹤0.01%	1792
2019 Q4	$126K	Sell	4,684 -2,462	-34%	-$64K	0.01%	832
2019 Q3	$177K	Buy	+7,146	New	+$178K	0.01%	809

Other funds holding TRND

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

RJA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

IFP Advisors's TRND Position: Q4 2023 in Review

IFP Advisors sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q4 2023, closing a stake of 210 shares — an estimated $5.93K sold.

IFP Advisors first reported a position in TRND in Q3 2019 and held it in 17 quarters. The position peaked at $177K in Q3 2019. 21 funds tracked by Wall St. Rank hold TRND as of Q4 2023.

IFP Advisors reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 210 Pacer Trendpilot Fund of Funds ETF shares in Q4 2023, an estimated $5.93K.
IFP Advisors first reported a position in Pacer Trendpilot Fund of Funds ETF in Q3 2019 and held it in 17 quarters.
IFP Advisors's Pacer Trendpilot Fund of Funds ETF position peaked at $177K in Q3 2019.
21 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.