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Key Financial Inc’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-6,022
Closed -$159K – 1216
2022
Q4 		$159K Hold
6,022
– – 0.08% 188
2022
Q3 		$159K Hold
6,022
– – 0.07% 191
2022
Q2 		$165K Buy
+6,022
New +$167K 0.09% 175

Other funds holding TRND

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 $43.3B AUM 29.3% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Key Financial Inc's TRND Position: Q1 2023 in Review

Key Financial Inc sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q1 2023, closing a stake of 6,022 shares — an estimated $159K sold.

Key Financial Inc first reported a position in TRND in Q2 2022 and held it in 3 quarters. The position peaked at $165K in Q2 2022. 22 funds tracked by Wall St. Rank hold TRND as of Q1 2023.

  • Key Financial Inc reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 6,022 Pacer Trendpilot Fund of Funds ETF shares in Q1 2023, an estimated $159K.
  • Key Financial Inc first reported a position in Pacer Trendpilot Fund of Funds ETF in Q2 2022 and held it in 3 quarters.
  • Key Financial Inc's Pacer Trendpilot Fund of Funds ETF position peaked at $165K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.