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

Sugarloaf 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
2021
Q4 		– Sell
-2,000
Closed -$54K – 773
2021
Q3 		$54K Buy
+2,000
New +$55.3K 0.01% 255

Other funds holding PTBD

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sugarloaf Wealth Management's PTBD Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q4 2021, closing a stake of 2,000 shares — an estimated $54K sold.

Sugarloaf Wealth Management first reported a position in PTBD in Q3 2021 and held it in 1 quarter. The position peaked at $54K in Q3 2021. 135 funds tracked by Wall St. Rank hold PTBD as of Q4 2021.

  • Sugarloaf Wealth Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,000 Pacer Trendpilot US Bond ETF shares in Q4 2021, an estimated $54K.
  • Sugarloaf Wealth Management first reported a position in Pacer Trendpilot US Bond ETF in Q3 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Pacer Trendpilot US Bond ETF position peaked at $54K in Q3 2021.
  • 135 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.