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Western Wealth Management’s Pacer Trendpilot Fund of Funds ETF TRND Stock Holding History

Western Wealth Management’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
Q4 		– Sell
-10,749
Closed -$361K – 756
2024
Q3 		$361K Buy
+10,749
New +$349K 0.02% 546

Other funds holding TRND

Commonwealth Equity Services
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Western Wealth Management's TRND Position: Q4 2024 in Review

Western Wealth Management sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q4 2024, closing a stake of 10,749 shares — an estimated $361K sold.

Western Wealth Management first reported a position in TRND in Q3 2024 and held it in 1 quarter. The position peaked at $361K in Q3 2024. 22 funds tracked by Wall St. Rank hold TRND as of Q4 2024.

  • Western Wealth Management reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 10,749 Pacer Trendpilot Fund of Funds ETF shares in Q4 2024, an estimated $361K.
  • Western Wealth Management first reported a position in Pacer Trendpilot Fund of Funds ETF in Q3 2024 and held it in 1 quarter.
  • Western Wealth Management's Pacer Trendpilot Fund of Funds ETF position peaked at $361K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.