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Monument Capital Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Monument Capital Management’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
-87,736
Closed -$2.36M – 151
2021
Q4 		$2.36M Sell
87,736
-21,623
-20% -$582K 0.73% 43
2021
Q3 		$2.97M Sell
109,359
-21,858
-17% -$604K 1.01% 22
2021
Q2 		$3.64M Sell
131,217
-2,387
-2% -$65.7K 1.26% 16
2021
Q1 		$3.64M Buy
+133,604
New +$3.66M 1.46% 13

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

Monument Capital Management's PTBD Position: Q1 2022 in Review

Monument Capital Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2022, closing a stake of 87,736 shares — an estimated $2.36M sold.

Monument Capital Management first reported a position in PTBD in Q1 2021 and held it in 4 quarters. The position peaked at $3.64M in Q1 2021. 125 funds tracked by Wall St. Rank hold PTBD as of Q1 2022.

  • Monument Capital Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Monument Capital Management sold 87,736 Pacer Trendpilot US Bond ETF shares in Q1 2022, an estimated $2.36M.
  • Monument Capital Management first reported a position in Pacer Trendpilot US Bond ETF in Q1 2021 and held it in 4 quarters.
  • Monument Capital Management's Pacer Trendpilot US Bond ETF position peaked at $3.64M in Q1 2021.
  • 125 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2022.

Based on Monument Capital Management's 13F filing for Q1 2022, filed 14 Apr 2022.