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Aptus Capital Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Aptus Capital Advisors’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
2026
Q2 		$41.2K Buy
2,150
+2
+0.1% +$38 ﹤0.01% 1410
2026
Q1 		$40.8K Buy
2,148
+591
+38% +$11.4K ﹤0.01% 1296
2025
Q4 		$30.2K Buy
1,557
+2
+0.1% +$39 ﹤0.01% 1362
2025
Q3 		$30.8K Buy
1,555
+3
+0.2% +$59 ﹤0.01% 1296
2025
Q2 		$30.7K Buy
1,552
+1
+0.1% +$20 ﹤0.01% 1233
2025
Q1 		$31.1K Sell
1,551
-1,129
-42% -$22.8K ﹤0.01% 1154
2024
Q4 		$53.8K Buy
2,680
+1,437
+116% +$29.1K ﹤0.01% 1097
2024
Q3 		$25.6K Sell
1,243
-47
-4% -$964 ﹤0.01% 1010
2024
Q2 		$25.9K Sell
1,290
-489
-27% -$9.88K ﹤0.01% 953
2024
Q1 		$36.3K Sell
1,779
-376
-17% -$7.66K ﹤0.01% 919
2023
Q4 		$44.1K Sell
2,155
-27
-1% -$534 ﹤0.01% 686
2023
Q3 		$42.5K Sell
2,182
-499
-19% -$9.92K ﹤0.01% 702
2023
Q2 		$53.6K Sell
2,681
-713
-21% -$14.3K ﹤0.01% 584
2023
Q1 		$68.3K Sell
3,394
-964
-22% -$19.8K ﹤0.01% 541
2022
Q4 		$87.6K Sell
4,358
-136
-3% -$2.75K ﹤0.01% 544
2022
Q3 		$88K Sell
4,494
-1,588
-26% -$33.5K ﹤0.01% 506
2022
Q2 		$131K Sell
6,082
-58,470
-91% -$1.33M ﹤0.01% 400
2022
Q1 		$1.57M Buy
+64,552
New +$1.66M 0.04% 224

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aptus Capital Advisors's PTBD Position: Q2 2026 in Review

Aptus Capital Advisors increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 0.09% in Q2 2026, buying an estimated $38 and bringing the position to 2,150 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Aptus Capital Advisors first reported a position in PTBD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.57M in Q1 2022. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Aptus Capital Advisors held 2,150 shares of Pacer Trendpilot US Bond ETF worth $41.2K as of Q2 2026.
  • Aptus Capital Advisors bought 2 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $38.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1410 holding.
  • Aptus Capital Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Aptus Capital Advisors's Pacer Trendpilot US Bond ETF position peaked at $1.57M in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.