SFMG Wealth Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

SFMG Wealth 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	-64,621	Closed	-$1.57M	–	304
2022 Q1	$1.57M	Sell	64,621 -4,035	-6%	-$104K	0.16%	77
2021 Q4	$1.85M	Sell	68,656 -2,019	-3%	-$54.4K	0.18%	73
2021 Q3	$1.92M	Sell	70,675 -18	-0%	-$498	0.21%	63
2021 Q2	$1.96M	Sell	70,693 -11,902	-14%	-$327K	0.22%	56
2021 Q1	$2.25M	Sell	82,595 -45	-0.1%	-$1.23K	0.26%	51
2020 Q4	$2.27M	Buy	+82,640	New	+$2.23M	0.29%	44

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

SFMG Wealth Advisors's PTBD Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2022, closing a stake of 64,621 shares — an estimated $1.57M sold.

SFMG Wealth Advisors first reported a position in PTBD in Q4 2020 and held it in 6 quarters. The position peaked at $2.27M in Q4 2020. 105 funds tracked by Wall St. Rank hold PTBD as of Q2 2022.

SFMG Wealth Advisors reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 64,621 Pacer Trendpilot US Bond ETF shares in Q2 2022, an estimated $1.57M.
SFMG Wealth Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q4 2020 and held it in 6 quarters.
SFMG Wealth Advisors's Pacer Trendpilot US Bond ETF position peaked at $2.27M in Q4 2020.
105 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2022.

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