Cambridge Investment Research Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Cambridge Investment Research 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	$870K	Buy	45,370 +16,667	+58%	+$320K	﹤0.01%	2439
2026 Q1	$545K	Buy	28,703 +16	+0.1%	+$309	﹤0.01%	2717
2025 Q4	$557K	Sell	28,687 -4,982	-15%	-$97.6K	﹤0.01%	2615
2025 Q3	$668K	Buy	33,669 +13,324	+65%	+$264K	﹤0.01%	2400
2025 Q2	$402K	Sell	20,345 -14,426	-41%	-$284K	﹤0.01%	2739
2025 Q1	$698K	Sell	34,771 -1,159	-3%	-$23.4K	﹤0.01%	2155
2024 Q4	$719K	Sell	35,930 -5,563	-13%	-$113K	﹤0.01%	2137
2024 Q3	$856K	Sell	41,493 -1,146	-3%	-$23.5K	﹤0.01%	1962
2024 Q2	$857K	Sell	42,639 -9,788	-19%	-$198K	﹤0.01%	1884
2024 Q1	$1.07M	Sell	52,427 -1,552	-3%	-$31.6K	﹤0.01%	1685
2023 Q4	$1.1M	Sell	53,979 -4,225	-7%	-$83.5K	﹤0.01%	1583
2023 Q3	$1.13M	Sell	58,204 -2,484	-4%	-$49.4K	0.01%	1484
2023 Q2	$1.21M	Sell	60,688 -9,395	-13%	-$188K	0.01%	1477
2023 Q1	$1.41M	Sell	70,083 -46,978	-40%	-$963K	0.01%	1347
2022 Q4	$2.35M	Buy	117,061 +35,539	+44%	+$719K	0.01%	989
2022 Q3	$1.6M	Sell	81,522 -7,149	-8%	-$151K	0.01%	1168
2022 Q2	$1.91M	Sell	88,671 -115,895	-57%	-$2.64M	0.01%	1072
2022 Q1	$4.97M	Sell	204,566 -216,853	-51%	-$5.57M	0.02%	635
2021 Q4	$11.3M	Buy	421,419 +241,639	+134%	+$6.51M	0.05%	338
2021 Q3	$4.88M	Buy	179,780 +53,891	+43%	+$1.49M	0.02%	622
2021 Q2	$3.49M	Buy	125,889 +20,980	+20%	+$577K	0.02%	807
2021 Q1	$2.86M	Buy	104,909 +61,881	+144%	+$1.7M	0.02%	825
2020 Q4	$1.19M	Buy	43,028 +20,284	+89%	+$547K	0.01%	1199
2020 Q3	$593K	Buy	22,744 +9,390	+70%	+$247K	﹤0.01%	1499
2020 Q2	$333K	Sell	13,354 -9,142	-41%	-$235K	﹤0.01%	1801
2020 Q1	$574K	Buy	+22,496	New	+$577K	0.01%	1281

Other funds holding PTBD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MQWP

Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors's PTBD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 58% in Q2 2026, buying an estimated $320K and bringing the position to 45,370 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Cambridge Investment Research Advisors first reported a position in PTBD in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.3M in Q4 2021. 17 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

Cambridge Investment Research Advisors held 45,370 shares of Pacer Trendpilot US Bond ETF worth $870K as of Q2 2026.
Cambridge Investment Research Advisors bought 16,667 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $320K.
Pacer Trendpilot US Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2439 holding.
Cambridge Investment Research Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q1 2020 and has held it in 26 quarters since.
Cambridge Investment Research Advisors's Pacer Trendpilot US Bond ETF position peaked at $11.3M in Q4 2021.
17 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.