OneDigital Investment Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

OneDigital Investment Advisors’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 Q2	–	Sell	-10,182	Closed	-$248K	–	776
2022 Q1	$248K	Sell	10,182 -12,163	-54%	-$312K	0.01%	647
2021 Q4	$602K	Sell	22,345 -8,782	-28%	-$237K	0.02%	390
2021 Q3	$844K	Buy	31,127 +20,889	+204%	+$578K	0.03%	303
2021 Q2	$284K	Buy	+10,238	New	+$282K	0.01%	572

Other funds holding PTBD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

OneDigital Investment Advisors's PTBD Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2022, closing a stake of 10,182 shares — an estimated $248K sold.

OneDigital Investment Advisors first reported a position in PTBD in Q2 2021 and held it in 4 quarters. The position peaked at $844K in Q3 2021. 105 funds tracked by Wall St. Rank hold PTBD as of Q2 2022.

OneDigital Investment Advisors reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 10,182 Pacer Trendpilot US Bond ETF shares in Q2 2022, an estimated $248K.
OneDigital Investment Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q2 2021 and held it in 4 quarters.
OneDigital Investment Advisors's Pacer Trendpilot US Bond ETF position peaked at $844K in Q3 2021.
105 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2022.

Based on OneDigital Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.