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Investors Financial Group’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Investors Financial Group’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
2021
Q3 		– Sell
-35,787
Closed -$992K – 208
2021
Q2 		$992K Buy
35,787
+1,717
+5% +$47.2K 0.53% 50
2021
Q1 		$929K Buy
+34,070
New +$935K 0.54% 53

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
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Investors Financial Group's PTBD Position: Q3 2021 in Review

Investors Financial Group sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2021, closing a stake of 35,787 shares — an estimated $992K sold.

Investors Financial Group first reported a position in PTBD in Q1 2021 and held it in 2 quarters. The position peaked at $992K in Q2 2021. 126 funds tracked by Wall St. Rank hold PTBD as of Q3 2021.

  • Investors Financial Group reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Investors Financial Group sold 35,787 Pacer Trendpilot US Bond ETF shares in Q3 2021, an estimated $992K.
  • Investors Financial Group first reported a position in Pacer Trendpilot US Bond ETF in Q1 2021 and held it in 2 quarters.
  • Investors Financial Group's Pacer Trendpilot US Bond ETF position peaked at $992K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2021.

Based on Investors Financial Group's 13F filing for Q3 2021, filed 21 Oct 2021.