Wealthcare Advisory Partners’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-7,966	Closed	-$215K	–	584
2021 Q4	$215K	Buy	7,966 +31	+0.4%	+$835	0.01%	529
2021 Q3	$215K	Buy	+7,935	New	+$219K	0.01%	503
2021 Q2	–	Sell	-181	Closed	-$5K	–	1523
2021 Q1	$5K	Buy	+181	New	+$4.96K	﹤0.01%	1664

Other funds holding PTBD

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

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

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

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthcare Advisory Partners's PTBD Position: Q1 2022 in Review

Wealthcare Advisory Partners sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2022, closing a stake of 7,966 shares — an estimated $215K sold.

Wealthcare Advisory Partners first reported a position in PTBD in Q1 2021 and held it in 3 quarters. The position peaked at $215K in Q4 2021. 125 funds tracked by Wall St. Rank hold PTBD as of Q1 2022.

Wealthcare Advisory Partners reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,966 Pacer Trendpilot US Bond ETF shares in Q1 2022, an estimated $215K.
Wealthcare Advisory Partners first reported a position in Pacer Trendpilot US Bond ETF in Q1 2021 and held it in 3 quarters.
Wealthcare Advisory Partners's Pacer Trendpilot US Bond ETF position peaked at $215K in Q4 2021.
125 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2022, filed 15 Apr 2022.