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M Holdings Securities’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

M Holdings Securities’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
2020
Q2 		– Sell
-103,310
Closed -$2.63M – 215
2020
Q1 		$2.63M Buy
+103,310
New +$2.65M 0.39% 75

Other funds holding PTBD

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

M Holdings Securities's PTBD Position: Q2 2020 in Review

M Holdings Securities sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2020, closing a stake of 103,310 shares — an estimated $2.63M sold.

M Holdings Securities first reported a position in PTBD in Q1 2020 and held it in 1 quarter. The position peaked at $2.63M in Q1 2020. 26 funds tracked by Wall St. Rank hold PTBD as of Q2 2020.

  • M Holdings Securities reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2020 after selling out during the quarter.
  • M Holdings Securities sold 103,310 Pacer Trendpilot US Bond ETF shares in Q2 2020, an estimated $2.63M.
  • M Holdings Securities first reported a position in Pacer Trendpilot US Bond ETF in Q1 2020 and held it in 1 quarter.
  • M Holdings Securities's Pacer Trendpilot US Bond ETF position peaked at $2.63M in Q1 2020.
  • 26 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2020.

Based on M Holdings Securities's 13F filing for Q2 2020, filed 21 Aug 2020.