Wealth Enhancement Advisory Services
TRND icon

Wealth Enhancement Advisory Services’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q3 		– Sell
-10,742
Closed -$343K – 2914
2024
Q2 		$343K Hold
10,742
– – ﹤0.01% 1887
2024
Q1 		$339K Hold
10,742
– – ﹤0.01% 1834
2023
Q4 		$319K Hold
10,742
– – ﹤0.01% 1772
2023
Q3 		$303K Buy
+10,742
New +$312K ﹤0.01% 1735

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LPL Financial
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FAIM
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Cambridge Investment Research Advisors
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Cetera Investment Advisers
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Wealth Enhancement Advisory Services's TRND Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q3 2024, closing a stake of 10,742 shares — an estimated $343K sold.

Wealth Enhancement Advisory Services first reported a position in TRND in Q3 2023 and held it in 4 quarters. The position peaked at $343K in Q2 2024. 21 funds tracked by Wall St. Rank hold TRND as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,742 Pacer Trendpilot Fund of Funds ETF shares in Q3 2024, an estimated $343K.
  • Wealth Enhancement Advisory Services first reported a position in Pacer Trendpilot Fund of Funds ETF in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Pacer Trendpilot Fund of Funds ETF position peaked at $343K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.