AIM
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Anchor Investment Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Anchor Investment Management’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
2025
Q4 		– Sell
-244
Closed -$4.84K – 1074
2025
Q3 		$4.84K Buy
+244
New +$4.83K ﹤0.01% 909

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Anchor Investment Management's PTBD Position: Q4 2025 in Review

Anchor Investment Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q4 2025, closing a stake of 244 shares — an estimated $4.84K sold.

Anchor Investment Management first reported a position in PTBD in Q3 2025 and held it in 1 quarter. The position peaked at $4.84K in Q3 2025. 50 funds tracked by Wall St. Rank hold PTBD as of Q4 2025.

  • Anchor Investment Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Anchor Investment Management sold 244 Pacer Trendpilot US Bond ETF shares in Q4 2025, an estimated $4.84K.
  • Anchor Investment Management first reported a position in Pacer Trendpilot US Bond ETF in Q3 2025 and held it in 1 quarter.
  • Anchor Investment Management's Pacer Trendpilot US Bond ETF position peaked at $4.84K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q4 2025.

Based on Anchor Investment Management's 13F filing for Q4 2025, filed 26 Feb 2026.