WWM
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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
2025
Q1 		– Sell
-12,762
Closed -$414K – 780
2024
Q4 		$414K Buy
12,762
+2,013
+19% +$67.7K 0.02% 513
2024
Q3 		$361K Buy
+10,749
New +$349K 0.02% 546

Other funds holding TRND

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Western Wealth Management's TRND Position: Q1 2025 in Review

Western Wealth Management sold out of Pacer Trendpilot Fund of Funds ETF (TRND) in Q1 2025, closing a stake of 12,762 shares — an estimated $414K sold.

Western Wealth Management first reported a position in TRND in Q3 2024 and held it in 2 quarters. The position peaked at $414K in Q4 2024. 17 funds tracked by Wall St. Rank hold TRND as of Q1 2025.

  • Western Wealth Management reported no remaining Pacer Trendpilot Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
  • Western Wealth Management sold 12,762 Pacer Trendpilot Fund of Funds ETF shares in Q1 2025, an estimated $414K.
  • Western Wealth Management first reported a position in Pacer Trendpilot Fund of Funds ETF in Q3 2024 and held it in 2 quarters.
  • Western Wealth Management's Pacer Trendpilot Fund of Funds ETF position peaked at $414K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Pacer Trendpilot Fund of Funds ETF as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.