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

Concurrent Investment 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	$323K	Sell	16,829 -155	-0.9%	-$2.97K	﹤0.01%	1649
2026 Q1	$322K	Sell	16,984 -2,016	-11%	-$38.9K	﹤0.01%	1452
2025 Q4	$369K	Sell	19,000 -5,109	-21%	-$100K	﹤0.01%	1287
2025 Q3	$478K	Sell	24,109 -886	-4%	-$17.5K	0.01%	935
2025 Q2	$494K	Hold	24,995	–	–	0.01%	853
2025 Q1	$501K	Sell	24,995 -612	-2%	-$12.4K	0.01%	752
2024 Q4	$512K	Sell	25,607 -700	-3%	-$14.2K	0.01%	664
2024 Q3	$543K	Hold	26,307	–	–	0.02%	599
2024 Q2	$529K	Buy	+26,307	New	+$532K	0.02%	573

Other funds holding PTBD

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Concurrent Investment Advisors's PTBD Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Pacer Trendpilot US Bond ETF (PTBD) stake by 0.91% in Q2 2026, selling an estimated $2.97K and leaving 16,829 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Concurrent Investment Advisors first reported a position in PTBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $543K in Q3 2024. 16 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

Concurrent Investment Advisors held 16,829 shares of Pacer Trendpilot US Bond ETF worth $323K as of Q2 2026.
Concurrent Investment Advisors sold 155 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $2.97K.
Pacer Trendpilot US Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1649 holding.
Concurrent Investment Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Pacer Trendpilot US Bond ETF position peaked at $543K in Q3 2024.
16 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

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