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Napa Wealth Management’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Napa Wealth 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
2025
Q3 		$4.74M Buy
141,201
+61,492
+77% +$2.01M 2.22% 13
2025
Q2 		$2.55M Buy
79,709
+60,104
+307% +$1.87M 1.22% 29
2025
Q1 		$630K Buy
+19,605
New +$646K 0.35% 78

Other funds holding TRND

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Napa Wealth Management's TRND Position: Q3 2025 in Review

Napa Wealth Management increased its Pacer Trendpilot Fund of Funds ETF (TRND) stake by 77% in Q3 2025, buying an estimated $2.01M and bringing the position to 141,201 shares worth $4.74M. The position accounts for 2.22% of the portfolio, ranked #13.

Napa Wealth Management first reported a position in TRND in Q1 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold TRND as of Q3 2025.

  • Napa Wealth Management held 141,201 shares of Pacer Trendpilot Fund of Funds ETF worth $4.74M as of Q3 2025.
  • Napa Wealth Management bought 61,492 Pacer Trendpilot Fund of Funds ETF shares in Q3 2025, an estimated $2.01M.
  • Pacer Trendpilot Fund of Funds ETF made up 2.22% of Napa Wealth Management's portfolio in Q3 2025, its #13 holding.
  • Napa Wealth Management first reported a position in Pacer Trendpilot Fund of Funds ETF in Q1 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.