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Impact Partnership Wealth’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Impact Partnership Wealth’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
-589
Closed -$16.6K – 1080
2023
Q3 		$16.6K Buy
589
+32
+6% +$929 0.01% 508
2023
Q2 		$16.2K Buy
+557
New +$15.6K 0.01% 373

Other funds holding TRND

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
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

Impact Partnership Wealth's TRND Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q4 2023, closing a stake of 589 shares — an estimated $16.6K sold.

Impact Partnership Wealth first reported a position in TRND in Q2 2023 and held it in 2 quarters. The position peaked at $16.6K in Q3 2023. 21 funds tracked by Wall St. Rank hold TRND as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 589 Pacer Trendpilot Fund of Funds ETF shares in Q4 2023, an estimated $16.6K.
  • Impact Partnership Wealth first reported a position in Pacer Trendpilot Fund of Funds ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Pacer Trendpilot Fund of Funds ETF position peaked at $16.6K in Q3 2023.
  • 21 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.