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Simplicity Solutions’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Simplicity Solutions’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
2021
Q3 		– Sell
-83,828
Closed -$2.32M – 607
2021
Q2 		$2.32M Buy
+83,828
New +$2.31M 0.46% 38

Other funds holding PTBD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Simplicity Solutions's PTBD Position: Q3 2021 in Review

Simplicity Solutions sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2021, closing a stake of 83,828 shares — an estimated $2.32M sold.

Simplicity Solutions first reported a position in PTBD in Q2 2021 and held it in 1 quarter. The position peaked at $2.32M in Q2 2021. 126 funds tracked by Wall St. Rank hold PTBD as of Q3 2021.

  • Simplicity Solutions reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Simplicity Solutions sold 83,828 Pacer Trendpilot US Bond ETF shares in Q3 2021, an estimated $2.32M.
  • Simplicity Solutions first reported a position in Pacer Trendpilot US Bond ETF in Q2 2021 and held it in 1 quarter.
  • Simplicity Solutions's Pacer Trendpilot US Bond ETF position peaked at $2.32M in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2021.

Based on Simplicity Solutions's 13F filing for Q3 2021, filed 9 Nov 2021.