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

Realta 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
2024
Q3 		– Sell
-365
Closed -$7.34K – 667
2024
Q2 		$7.34K Hold
365
– – ﹤0.01% 694
2024
Q1 		$7.44K Buy
+365
New +$7.43K ﹤0.01% 717
2023
Q4 		– Sell
-365
Closed -$7.3K – 701
2023
Q3 		$7.3K Hold
365
– – ﹤0.01% 694
2023
Q2 		$7.3K Buy
+365
New +$7.31K ﹤0.01% 748
2023
Q1 		– Sell
-365
Closed -$7.34K – 719
2022
Q4 		$7.34K Sell
365
-300
-45% -$6.07K ﹤0.01% 746
2022
Q3 		$13K Buy
+665
New +$14K ﹤0.01% 661

Other funds holding PTBD

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
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 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
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Realta Investment Advisors's PTBD Position: Q3 2024 in Review

Realta Investment Advisors sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2024, closing a stake of 365 shares — an estimated $7.34K sold.

Realta Investment Advisors first reported a position in PTBD in Q3 2022 and held it in 6 quarters. The position peaked at $13K in Q3 2022. 58 funds tracked by Wall St. Rank hold PTBD as of Q3 2024.

  • Realta Investment Advisors reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 365 Pacer Trendpilot US Bond ETF shares in Q3 2024, an estimated $7.34K.
  • Realta Investment Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q3 2022 and held it in 6 quarters.
  • Realta Investment Advisors's Pacer Trendpilot US Bond ETF position peaked at $13K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.