Kingswood Wealth Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,038	Closed	-$401K	–	805
2024 Q4	$401K	Buy	20,038 +5,958	+42%	+$119K	0.03%	512
2024 Q3	$291K	Sell	14,080 -1,878	-12%	-$38.8K	0.02%	575
2024 Q2	$321K	Buy	+15,958	New	+$321K	0.03%	501