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Kestra Investment Management’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-2,078
Closed -$67.5K – 1378
2024
Q4 		$67.5K Buy
+2,078
New +$69.8K ﹤0.01% 484

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 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 $424B AUM 22.96% 1-Year Est. Return

Kestra Investment Management's TRND Position: Q1 2025 in Review

Kestra Investment Management sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q1 2025, closing a stake of 2,078 shares — an estimated $67.5K sold.

Kestra Investment Management first reported a position in TRND in Q4 2024 and held it in 1 quarter. The position peaked at $67.5K in Q4 2024. 17 funds tracked by Wall St. Rank hold TRND as of Q1 2025.

  • Kestra Investment Management reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 2,078 Pacer Trendpilot Fund of Funds ETF shares in Q1 2025, an estimated $67.5K.
  • Kestra Investment Management first reported a position in Pacer Trendpilot Fund of Funds ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Pacer Trendpilot Fund of Funds ETF position peaked at $67.5K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.