Stifel Financial
TRND icon

Stifel Financial’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Stifel Financial’s Portfolio TRND Stock Details TRND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,975
Closed -$324K – 3543
2024
Q4 		$324K Buy
9,975
+403
+4% +$13.5K ﹤0.01% 2922
2024
Q3 		$321K Hold
9,572
– – ﹤0.01% 2923
2024
Q2 		$305K Sell
9,572
-530
-5% -$16.6K ﹤0.01% 2910
2024
Q1 		$319K Sell
10,102
-71
-0.7% -$2.15K ﹤0.01% 2876
2023
Q4 		$302K Sell
10,173
-85
-0.8% -$2.44K ﹤0.01% 2844
2023
Q3 		$290K Sell
10,258
-200
-2% -$5.81K ﹤0.01% 2810
2023
Q2 		$304K Sell
10,458
-2,392
-19% -$66.9K ﹤0.01% 2815
2023
Q1 		$353K Sell
12,850
-12,187
-49% -$330K ﹤0.01% 2710
2022
Q4 		$653K Sell
25,037
-869
-3% -$23.2K ﹤0.01% 2313
2022
Q3 		$686K Buy
25,906
+4,880
+23% +$133K ﹤0.01% 2224
2022
Q2 		$573K Buy
21,026
+1,142
+6% +$31.7K ﹤0.01% 2395
2022
Q1 		$569K Sell
19,884
-9,722
-33% -$287K ﹤0.01% 2502
2021
Q4 		$929K Sell
29,606
-3,622
-11% -$113K ﹤0.01% 2182
2021
Q3 		$1M Buy
33,228
+321
+1% +$9.86K ﹤0.01% 2105
2021
Q2 		$999K Buy
32,907
+6,916
+27% +$207K ﹤0.01% 2097
2021
Q1 		$755K Buy
+25,991
New +$745K ﹤0.01% 2187

Other funds holding TRND

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial's TRND Position: Q1 2025 in Review

Stifel Financial sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q1 2025, closing a stake of 9,975 shares — an estimated $324K sold.

Stifel Financial first reported a position in TRND in Q1 2021 and held it in 16 quarters. The position peaked at $1M in Q3 2021. 17 funds tracked by Wall St. Rank hold TRND as of Q1 2025.

  • Stifel Financial reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
  • Stifel Financial sold 9,975 Pacer Trendpilot Fund of Funds ETF shares in Q1 2025, an estimated $324K.
  • Stifel Financial first reported a position in Pacer Trendpilot Fund of Funds ETF in Q1 2021 and held it in 16 quarters.
  • Stifel Financial's Pacer Trendpilot Fund of Funds ETF position peaked at $1M in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.