Moloney Securities Asset Management’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Moloney Securities Asset Management’s Portfolio TRND Stock Details TRND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,028	Closed	-$303K	–	517
2024 Q3	$303K	Hold	9,028	–	–	0.04%	356
2024 Q2	$288K	Hold	9,028	–	–	0.04%	355
2024 Q1	$285K	Buy	9,028 +261	+3%	+$7.92K	0.04%	352
2023 Q4	$260K	Buy	+8,767	New	+$252K	0.04%	354

Other funds holding TRND

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Moloney Securities Asset Management's TRND Position: Q4 2024 in Review

Moloney Securities Asset Management sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q4 2024, closing a stake of 9,028 shares — an estimated $303K sold.

Moloney Securities Asset Management first reported a position in TRND in Q4 2023 and held it in 4 quarters. The position peaked at $303K in Q3 2024. 22 funds tracked by Wall St. Rank hold TRND as of Q4 2024.

Moloney Securities Asset Management reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q4 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 9,028 Pacer Trendpilot Fund of Funds ETF shares in Q4 2024, an estimated $303K.
Moloney Securities Asset Management first reported a position in Pacer Trendpilot Fund of Funds ETF in Q4 2023 and held it in 4 quarters.
Moloney Securities Asset Management's Pacer Trendpilot Fund of Funds ETF position peaked at $303K in Q3 2024.
22 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q4 2024.

Based on Moloney Securities Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.