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Independent Wealth Network’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Independent Wealth Network’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
2022
Q1 		– Sell
-10,898
Closed -$293K – 228
2021
Q4 		$293K Buy
10,898
+223
+2% +$6K 0.18% 137
2021
Q3 		$289K Buy
+10,675
New +$295K 0.19% 138

Other funds holding PTBD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Wealth Network's PTBD Position: Q1 2022 in Review

Independent Wealth Network sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2022, closing a stake of 10,898 shares — an estimated $293K sold.

Independent Wealth Network first reported a position in PTBD in Q3 2021 and held it in 2 quarters. The position peaked at $293K in Q4 2021. 125 funds tracked by Wall St. Rank hold PTBD as of Q1 2022.

  • Independent Wealth Network reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Independent Wealth Network sold 10,898 Pacer Trendpilot US Bond ETF shares in Q1 2022, an estimated $293K.
  • Independent Wealth Network first reported a position in Pacer Trendpilot US Bond ETF in Q3 2021 and held it in 2 quarters.
  • Independent Wealth Network's Pacer Trendpilot US Bond ETF position peaked at $293K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2022.

Based on Independent Wealth Network's 13F filing for Q1 2022, filed 20 Apr 2022.