Prospera Financial Services’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Prospera Financial Services’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	-14,010	Closed	-$341K	–	2356
2022 Q1	$341K	Buy	+14,010	New	+$360K	0.01%	712

Other funds holding PTBD

LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 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

Prospera Financial Services's PTBD Position: Q2 2022 in Review

Prospera Financial Services sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2022, closing a stake of 14,010 shares — an estimated $341K sold.

Prospera Financial Services first reported a position in PTBD in Q1 2022 and held it in 1 quarter. The position peaked at $341K in Q1 2022. 105 funds tracked by Wall St. Rank hold PTBD as of Q2 2022.

Prospera Financial Services reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 14,010 Pacer Trendpilot US Bond ETF shares in Q2 2022, an estimated $341K.
Prospera Financial Services first reported a position in Pacer Trendpilot US Bond ETF in Q1 2022 and held it in 1 quarter.
Prospera Financial Services's Pacer Trendpilot US Bond ETF position peaked at $341K in Q1 2022.
105 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.