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

SeaCrest 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
2022
Q3 		– Sell
-5,845
Closed -$126K – 1279
2022
Q2 		$126K Buy
+5,845
New +$133K 0.02% 769

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Morgan Stanley
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SeaCrest Wealth Management's PTBD Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2022, closing a stake of 5,845 shares — an estimated $126K sold.

SeaCrest Wealth Management first reported a position in PTBD in Q2 2022 and held it in 1 quarter. The position peaked at $126K in Q2 2022. 77 funds tracked by Wall St. Rank hold PTBD as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,845 Pacer Trendpilot US Bond ETF shares in Q3 2022, an estimated $126K.
  • SeaCrest Wealth Management first reported a position in Pacer Trendpilot US Bond ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Pacer Trendpilot US Bond ETF position peaked at $126K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.