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MassMutual Private Wealth & Trust’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-431
Closed -$12K – 1609
2021
Q4 		$12K Buy
+431
New +$11.6K ﹤0.01% 701

Other funds holding PTBD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 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
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's PTBD Position: Q1 2022 in Review

MassMutual Private Wealth & Trust sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2022, closing a stake of 431 shares — an estimated $12K sold.

MassMutual Private Wealth & Trust first reported a position in PTBD in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 125 funds tracked by Wall St. Rank hold PTBD as of Q1 2022.

  • MassMutual Private Wealth & Trust reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 431 Pacer Trendpilot US Bond ETF shares in Q1 2022, an estimated $12K.
  • MassMutual Private Wealth & Trust first reported a position in Pacer Trendpilot US Bond ETF in Q4 2021 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Pacer Trendpilot US Bond ETF position peaked at $12K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2022, filed 8 Apr 2022.