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

Kingswood Wealth Advisors’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
2025
Q1 		– Sell
-20,038
Closed -$401K – 805
2024
Q4 		$401K Buy
20,038
+5,958
+42% +$121K 0.03% 512
2024
Q3 		$291K Sell
14,080
-1,878
-12% -$38.5K 0.02% 575
2024
Q2 		$321K Buy
+15,958
New +$322K 0.03% 501

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kingswood Wealth Advisors's PTBD Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2025, closing a stake of 20,038 shares — an estimated $401K sold.

Kingswood Wealth Advisors first reported a position in PTBD in Q2 2024 and held it in 3 quarters. The position peaked at $401K in Q4 2024. 57 funds tracked by Wall St. Rank hold PTBD as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 20,038 Pacer Trendpilot US Bond ETF shares in Q1 2025, an estimated $401K.
  • Kingswood Wealth Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q2 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Pacer Trendpilot US Bond ETF position peaked at $401K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.