Cetera Investment Advisers
PTBD icon

Cetera Investment Advisers’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Cetera Investment Advisers’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 		$1.5M Sell
78,795
-7,202
-8% -$139K ﹤0.01% 2542
2025
Q4 		$1.67M Buy
85,997
+490
+0.6% +$9.6K ﹤0.01% 2373
2025
Q3 		$1.7M Buy
85,507
+26,709
+45% +$529K ﹤0.01% 2324
2025
Q2 		$1.16M Sell
58,798
-35,238
-37% -$693K ﹤0.01% 2246
2025
Q1 		$1.89M Sell
94,036
-140,267
-60% -$2.83M ﹤0.01% 1792
2024
Q4 		$4.69M Buy
234,303
+156,366
+201% +$3.17M 0.01% 1070
2024
Q3 		$1.61M Buy
77,937
+4,789
+7% +$98.2K ﹤0.01% 1778
2024
Q2 		$1.47M Sell
73,148
-1,738
-2% -$35.1K ﹤0.01% 1805
2024
Q1 		$1.53M Buy
+74,886
New +$1.53M ﹤0.01% 1752
2023
Q4 		– Sell
-12,327
Closed -$240K – 2329
2023
Q3 		$240K Sell
12,327
-12,719
-51% -$253K ﹤0.01% 1866
2023
Q2 		$501K Sell
25,046
-4,141
-14% -$82.9K ﹤0.01% 1446
2023
Q1 		$587K Sell
29,187
-2,661
-8% -$54.5K 0.01% 1335
2022
Q4 		$640K Sell
31,848
-5,940
-16% -$120K 0.01% 1240
2022
Q3 		$742K Sell
37,788
-7,100
-16% -$150K 0.01% 834
2022
Q2 		$965K Sell
44,888
-52,165
-54% -$1.19M 0.02% 814
2022
Q1 		$2.36M Buy
97,053
+16,315
+20% +$419K 0.03% 503
2021
Q4 		$2.17M Sell
80,738
-1,142
-1% -$30.8K 0.03% 525
2021
Q3 		$2.22M Buy
81,880
+61,706
+306% +$1.71M 0.04% 485
2021
Q2 		$559K Buy
+20,174
New +$555K 0.01% 1061

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

Cetera Investment Advisers's PTBD Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Pacer Trendpilot US Bond ETF (PTBD) stake by 8.4% in Q1 2026, selling an estimated $139K and leaving 78,795 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Cetera Investment Advisers first reported a position in PTBD in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.69M in Q4 2024. 54 funds tracked by Wall St. Rank hold PTBD as of Q1 2026.

  • Cetera Investment Advisers held 78,795 shares of Pacer Trendpilot US Bond ETF worth $1.5M as of Q1 2026.
  • Cetera Investment Advisers sold 7,202 Pacer Trendpilot US Bond ETF shares in Q1 2026, an estimated $139K.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2542 holding.
  • Cetera Investment Advisers first reported a position in Pacer Trendpilot US Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Cetera Investment Advisers's Pacer Trendpilot US Bond ETF position peaked at $4.69M in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.