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Next Financial Group’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Next Financial Group’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
2021
Q4 		$475K Buy
17,625
+11,294
+178% +$304K 0.03% 570
2021
Q3 		$172K Buy
+6,331
New +$175K 0.01% 906

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
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's PTBD Position: Q4 2021 in Review

Next Financial Group increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 178% in Q4 2021, buying an estimated $304K and bringing the position to 17,625 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #570.

Next Financial Group first reported a position in PTBD in Q3 2021 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold PTBD as of Q4 2021.

  • Next Financial Group held 17,625 shares of Pacer Trendpilot US Bond ETF worth $475K as of Q4 2021.
  • Next Financial Group bought 11,294 Pacer Trendpilot US Bond ETF shares in Q4 2021, an estimated $304K.
  • Pacer Trendpilot US Bond ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #570 holding.
  • Next Financial Group first reported a position in Pacer Trendpilot US Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.