Perigon Wealth Management LLC Has $850,000 Stock Position in Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD)

Perigon Wealth Management LLC boosted its position in Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD) by 1.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,089 shares of the company’s stock after buying an additional 613 shares during the period. Perigon Wealth Management LLC owned approximately 0.47% of Pacer Trendpilot US Bond ETF worth $850,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in PTBD. Stifel Financial Corp grew its holdings in shares of Pacer Trendpilot US Bond ETF by 28.7% during the third quarter. Stifel Financial Corp now owns 25,666 shares of the company’s stock valued at $529,000 after buying an additional 5,725 shares during the last quarter. NewEdge Advisors LLC lifted its position in Pacer Trendpilot US Bond ETF by 8.2% in the 2nd quarter. NewEdge Advisors LLC now owns 172,759 shares of the company’s stock valued at $3,472,000 after acquiring an additional 13,122 shares in the last quarter. ORG Partners LLC boosted its stake in Pacer Trendpilot US Bond ETF by 34.5% during the 4th quarter. ORG Partners LLC now owns 28,534 shares of the company’s stock valued at $571,000 after purchasing an additional 7,327 shares during the last quarter. Inspire Advisors LLC purchased a new stake in shares of Pacer Trendpilot US Bond ETF in the third quarter worth approximately $6,200,000. Finally, Atria Investments Inc raised its stake in shares of Pacer Trendpilot US Bond ETF by 3.3% in the third quarter. Atria Investments Inc now owns 236,432 shares of the company’s stock worth $4,878,000 after purchasing an additional 7,606 shares during the last quarter.

Pacer Trendpilot US Bond ETF Trading Up 0.1 %

Shares of Pacer Trendpilot US Bond ETF stock opened at $20.22 on Friday. The stock has a fifty day simple moving average of $20.18 and a 200 day simple moving average of $20.35. Pacer Trendpilot US Bond ETF has a 12-month low of $19.88 and a 12-month high of $20.91.

Pacer Trendpilot US Bond ETF Profile

The Pacer Trendpilot US Bond ETF (PTBD) is an exchange-traded fund that is based on the Pacer Trendpilot US Bond index. The fund tracks an index that uses a momentum-driven proprietary strategy that toggles between U.S. High Yield Corporate Bonds and 7-10 Year Treasury Bonds. PTBD was launched on Oct 22, 2019 and is managed by Pacer.