Tyler-Stone Wealth Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Tyler-Stone 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
2022 Q4	–	Sell	-1,000	Closed	-$20K	–	896
2022 Q3	$20K	Hold	1,000	–	–	0.02%	438
2022 Q2	$22K	Hold	1,000	–	–	0.01%	434
2022 Q1	$24K	Hold	1,000	–	–	0.01%	448
2021 Q4	$27K	Buy	+1,000	New	+$26.9K	0.01%	455

Other funds holding PTBD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Tyler-Stone Wealth Management's PTBD Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q4 2022, closing a stake of 1,000 shares — an estimated $20K sold.

Tyler-Stone Wealth Management first reported a position in PTBD in Q4 2021 and held it in 4 quarters. The position peaked at $27K in Q4 2021. 84 funds tracked by Wall St. Rank hold PTBD as of Q4 2022.

Tyler-Stone Wealth Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q4 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,000 Pacer Trendpilot US Bond ETF shares in Q4 2022, an estimated $20K.
Tyler-Stone Wealth Management first reported a position in Pacer Trendpilot US Bond ETF in Q4 2021 and held it in 4 quarters.
Tyler-Stone Wealth Management's Pacer Trendpilot US Bond ETF position peaked at $27K in Q4 2021.
84 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.