Northwestern Mutual Wealth Management
PTBD icon

Northwestern Mutual Wealth Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Northwestern Mutual Wealth 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
2024
Q2 		– Sell
-823
Closed -$16.8K – 3754
2024
Q1 		$16.8K Buy
+823
New +$16.8K ﹤0.01% 2466
2022
Q1 		– Sell
-161
Closed -$4K – 3335
2021
Q4 		$4K Buy
+161
New +$4.34K ﹤0.01% 2850

Other funds holding PTBD

CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's PTBD Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2024, closing a stake of 823 shares — an estimated $16.8K sold.

Northwestern Mutual Wealth Management first reported a position in PTBD in Q4 2021 and held it in 2 quarters. The position peaked at $16.8K in Q1 2024. 58 funds tracked by Wall St. Rank hold PTBD as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 823 Pacer Trendpilot US Bond ETF shares in Q2 2024, an estimated $16.8K.
  • Northwestern Mutual Wealth Management first reported a position in Pacer Trendpilot US Bond ETF in Q4 2021 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Pacer Trendpilot US Bond ETF position peaked at $16.8K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.