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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
Q2 		$722K Buy
37,652
+1,296
+4% +$24.9K 0.01% 1302
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 $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

Atria Investments's PTBD Position: Q2 2026 in Review

Atria Investments increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 3.6% in Q2 2026, buying an estimated $24.9K and bringing the position to 37,652 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #1302.

Atria Investments first reported a position in PTBD in Q4 2020 and has held it in 23 quarters since. The position peaked at $33M in Q3 2021. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Atria Investments held 37,652 shares of Pacer Trendpilot US Bond ETF worth $722K as of Q2 2026.
  • Atria Investments bought 1,296 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $24.9K.
  • Pacer Trendpilot US Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1302 holding.
  • Atria Investments first reported a position in Pacer Trendpilot US Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Atria Investments's Pacer Trendpilot US Bond ETF position peaked at $33M in Q3 2021.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.