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Atria Investments’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Atria Investments’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
Q1 		$690K Sell
36,356
-3,864
-10% -$74.6K 0.01% 1277
2025
Q4 		$780K Sell
40,220
-2,911
-7% -$57.1K 0.01% 1202
2025
Q3 		$855K Sell
43,131
-4,366
-9% -$86.4K 0.01% 1130
2025
Q2 		$938K Sell
47,497
-208,393
-81% -$4.1M 0.01% 1068
2025
Q1 		$5.13M Buy
255,890
+7,817
+3% +$158K 0.07% 368
2024
Q4 		$4.96M Buy
248,073
+11,641
+5% +$236K 0.06% 349
2024
Q3 		$4.88M Buy
236,432
+7,606
+3% +$156K 0.06% 358
2024
Q2 		$4.6M Sell
228,826
-592
-0.3% -$12K 0.06% 357
2024
Q1 		$4.68M Buy
229,418
+22,557
+11% +$459K 0.06% 356
2023
Q4 		$4.23M Buy
206,861
+20,373
+11% +$403K 0.07% 340
2023
Q3 		$3.63M Buy
186,488
+45,639
+32% +$907K 0.06% 366
2023
Q2 		$2.82M Buy
140,849
+86,327
+158% +$1.73M 0.05% 442
2023
Q1 		$1.1M Sell
54,522
-21,477
-28% -$440K 0.02% 770
2022
Q4 		$1.53M Sell
75,999
-28,177
-27% -$570K 0.03% 610
2022
Q3 		$2.04M Sell
104,176
-88,829
-46% -$1.87M 0.05% 471
2022
Q2 		$4.15M Sell
193,005
-533,709
-73% -$12.2M 0.09% 281
2022
Q1 		$17.7M Sell
726,714
-38,085
-5% -$978K 0.31% 67
2021
Q4 		$20.6M Sell
764,799
-450,676
-37% -$12.1M 0.37% 56
2021
Q3 		$33M Buy
1,215,475
+35,693
+3% +$987K 0.6% 26
2021
Q2 		$32.7M Buy
1,179,782
+48,544
+4% +$1.34M 0.63% 23
2021
Q1 		$30.8M Buy
1,131,238
+470,021
+71% +$12.9M 0.68% 20
2020
Q4 		$18.2M Buy
+661,217
New +$17.8M 0.44% 43

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 $377B AUM 19.32% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Atria Investments's PTBD Position: Q1 2026 in Review

Atria Investments reduced its Pacer Trendpilot US Bond ETF (PTBD) stake by 9.6% in Q1 2026, selling an estimated $74.6K and leaving 36,356 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #1277.

Atria Investments first reported a position in PTBD in Q4 2020 and has held it in 22 quarters since. The position peaked at $33M in Q3 2021. 54 funds tracked by Wall St. Rank hold PTBD as of Q1 2026.

  • Atria Investments held 36,356 shares of Pacer Trendpilot US Bond ETF worth $690K as of Q1 2026.
  • Atria Investments sold 3,864 Pacer Trendpilot US Bond ETF shares in Q1 2026, an estimated $74.6K.
  • Pacer Trendpilot US Bond ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1277 holding.
  • Atria Investments first reported a position in Pacer Trendpilot US Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Atria Investments's Pacer Trendpilot US Bond ETF position peaked at $33M in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.