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Pacer Fds Tr trendpilot us bd shares owned by ORG Partners

Quarter-by-quarter ownership of Pacer Fds Tr trendpilot us bd (PTBD) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in Pacer Fds Tr trendpilot us bd

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr trendpilot us bd held by ORG Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr trendpilot us bd by ORG Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $438k 21k 20.63
2024-06-30 $1.6M 80k 20.10
2023-12-31 $1.4M 68k 20.48
2023-09-30 $363k 19k 19.49
2023-06-30 $1.7M 87k 19.95
2023-03-31 $1.7M 86k 20.19

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Vanguard Index Fds S&p 500 Etf Equity (VOO)
Aptus Collared Inv Uit Exchange Traded (ACIO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
Ishares Tr Core Total Usd Bd Mkt Etf Equity (IUSB)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Spdr S&p 500 Etf Tr Tr Unit Equity (SPY)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Aptus Enhanced Yield Uit Exchange Traded (JUCY)
Ishares Total Us Uit Exchange Traded (ITOT)
Apple Equity (AAPL)
Berkshire Hathaway Inc Del Cl B Equity (BRK.B)
Ishares Inc Core Msci Emerging Mkts Etf Equity (IEMG)

View all positions for ORG Partners

Top funds holding Pacer Fds Tr trendpilot us bd

LPL Financial
Pacer Advisors
Csenge Advisory Group
Inspire Advisors
Wells Fargo & Company
Atria Investments
ODonnell Financial Services
Raymond James Financial Services Advisors
Advisor Group Holdings
Kestra Advisory Services
Sanctuary Advisors
Creative Financial Designs
Goss Wealth Management
Wealth Enhancement Advisory Services
Morgan Stanley

View all funds holding Pacer Fds Tr trendpilot us bd