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Whitaker-Myers Wealth Managers’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Whitaker-Myers Wealth Managers’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
2023
Q1 		– Sell
-11,328
Closed -$228K – 68
2022
Q4 		$228K Buy
+11,328
New +$229K 0.22% 63

Other funds holding PTBD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Whitaker-Myers Wealth Managers's PTBD Position: Q1 2023 in Review

Whitaker-Myers Wealth Managers sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2023, closing a stake of 11,328 shares — an estimated $228K sold.

Whitaker-Myers Wealth Managers first reported a position in PTBD in Q4 2022 and held it in 1 quarter. The position peaked at $228K in Q4 2022. 64 funds tracked by Wall St. Rank hold PTBD as of Q1 2023.

  • Whitaker-Myers Wealth Managers reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 11,328 Pacer Trendpilot US Bond ETF shares in Q1 2023, an estimated $228K.
  • Whitaker-Myers Wealth Managers first reported a position in Pacer Trendpilot US Bond ETF in Q4 2022 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Pacer Trendpilot US Bond ETF position peaked at $228K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2023.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2023, filed 21 Apr 2023.