RGF
PTBD icon

Retirement Guys Formula’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Retirement Guys Formula’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
-228,496
Closed -$5.55M – 136
2022
Q1 		$5.55M Buy
228,496
+207,460
+986% +$5.33M 3.72% 4
2021
Q4 		$566K Buy
+21,036
New +$567K 0.45% 44

Other funds holding PTBD

LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
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
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

Retirement Guys Formula's PTBD Position: Q2 2022 in Review

Retirement Guys Formula sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2022, closing a stake of 228,496 shares — an estimated $5.55M sold.

Retirement Guys Formula first reported a position in PTBD in Q4 2021 and held it in 2 quarters. The position peaked at $5.55M in Q1 2022. 105 funds tracked by Wall St. Rank hold PTBD as of Q2 2022.

  • Retirement Guys Formula reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 228,496 Pacer Trendpilot US Bond ETF shares in Q2 2022, an estimated $5.55M.
  • Retirement Guys Formula first reported a position in Pacer Trendpilot US Bond ETF in Q4 2021 and held it in 2 quarters.
  • Retirement Guys Formula's Pacer Trendpilot US Bond ETF position peaked at $5.55M in Q1 2022.
  • 105 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2022.

Based on Retirement Guys Formula's 13F filing for Q2 2022, filed 22 Jul 2022.