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Ladenburg Thalmann Financial Services’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$33K Buy
+1,262
New +$31.8K ﹤0.01% 3817

Other funds holding PTBD

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Ladenburg Thalmann Financial Services's PTBD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q4 2019: 1,262 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #3817 among its holdings.

15 funds tracked by Wall St. Rank hold PTBD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,262 shares of Pacer Trendpilot US Bond ETF worth $33K as of Q4 2019.
  • Pacer Trendpilot US Bond ETF was a new Ladenburg Thalmann Financial Services position in Q4 2019.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3817 holding.
  • 15 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.