Sowell Financial Services’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-4,164	Closed	-$115K	–	2166
2021 Q1	$115K	Buy	+4,164	New	+$114K	﹤0.01%	1308

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return