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

JFS Wealth 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
2022
Q3 		– Sell
-50
Closed -$1K – 1926
2022
Q2 		$1K Buy
+50
New +$1.39K ﹤0.01% 1655

Other funds holding TRND

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JFS Wealth Advisors's TRND Position: Q3 2022 in Review

JFS Wealth Advisors sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in TRND in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 26 funds tracked by Wall St. Rank hold TRND as of Q3 2022.

  • JFS Wealth Advisors reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q3 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 50 Pacer Trendpilot Fund of Funds ETF shares in Q3 2022, an estimated $1K.
  • JFS Wealth Advisors first reported a position in Pacer Trendpilot Fund of Funds ETF in Q2 2022 and held it in 1 quarter.
  • JFS Wealth Advisors's Pacer Trendpilot Fund of Funds ETF position peaked at $1K in Q2 2022.
  • 26 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q3 2022.

Based on JFS Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.