Keystone Financial Group (Kentucky)’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Keystone Financial Group (Kentucky)’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 Q3	–	Sell	-12,982	Closed	-$279K	–	298
2022 Q2	$279K	Hold	12,982	–	–	0.06%	221
2022 Q1	$316K	Buy	12,982 +750	+6%	+$19.3K	0.05%	219
2021 Q4	$329K	Sell	12,232 -5,433	-31%	-$146K	0.05%	224
2021 Q3	$479K	Buy	17,665 +8,825	+100%	+$244K	0.09%	165
2021 Q2	$245K	Buy	+8,840	New	+$243K	0.04%	256

Other funds holding PTBD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s PTBD Position: Q3 2022 in Review

Keystone Financial Group (Kentucky) sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2022, closing a stake of 12,982 shares — an estimated $279K sold.

Keystone Financial Group (Kentucky) first reported a position in PTBD in Q2 2021 and held it in 5 quarters. The position peaked at $479K in Q3 2021. 77 funds tracked by Wall St. Rank hold PTBD as of Q3 2022.

Keystone Financial Group (Kentucky) reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 12,982 Pacer Trendpilot US Bond ETF shares in Q3 2022, an estimated $279K.
Keystone Financial Group (Kentucky) first reported a position in Pacer Trendpilot US Bond ETF in Q2 2021 and held it in 5 quarters.
Keystone Financial Group (Kentucky)'s Pacer Trendpilot US Bond ETF position peaked at $479K in Q3 2021.
77 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2022, filed 10 Nov 2022.