Wealth Enhancement Advisory Services’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Wealth Enhancement Advisory 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
2024 Q4	–	Sell	-30,900	Closed	-$637K	–	3080
2024 Q3	$637K	Sell	30,900 -92,448	-75%	-$1.9M	﹤0.01%	1653
2024 Q2	$2.48M	Sell	123,348 -22,808	-16%	-$461K	0.01%	906
2024 Q1	$2.98M	Buy	146,156 +421	+0.3%	+$8.57K	0.01%	812
2023 Q4	$2.98M	Buy	145,735 +2,209	+2%	+$43.7K	0.01%	771
2023 Q3	$2.8M	Buy	+143,526	New	+$2.85M	0.01%	746

Other funds holding PTBD

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

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

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFD

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's PTBD Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q4 2024, closing a stake of 30,900 shares — an estimated $637K sold.

Wealth Enhancement Advisory Services first reported a position in PTBD in Q3 2023 and held it in 5 quarters. The position peaked at $2.98M in Q4 2023. 60 funds tracked by Wall St. Rank hold PTBD as of Q4 2024.

Wealth Enhancement Advisory Services reported no remaining Pacer Trendpilot US Bond ETF position as of Q4 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 30,900 Pacer Trendpilot US Bond ETF shares in Q4 2024, an estimated $637K.
Wealth Enhancement Advisory Services first reported a position in Pacer Trendpilot US Bond ETF in Q3 2023 and held it in 5 quarters.
Wealth Enhancement Advisory Services's Pacer Trendpilot US Bond ETF position peaked at $2.98M in Q4 2023.
60 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.