CFD
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Creative Financial Designs’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Creative Financial Designs’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 		$15.1K Sell
786
-283,989
-100% -$5.45M ﹤0.01% 1403
2026
Q1 		$5.41M Buy
284,775
+7,165
+3% +$138K 0.33% 71
2025
Q4 		$5.39M Buy
277,610
+12,823
+5% +$251K 0.34% 69
2025
Q3 		$5.25M Buy
264,787
+9,779
+4% +$194K 0.35% 66
2025
Q2 		$5.04M Buy
255,008
+12,187
+5% +$240K 0.36% 63
2025
Q1 		$4.87M Buy
242,821
+10,190
+4% +$206K 0.39% 57
2024
Q4 		$4.65M Buy
232,631
+24,145
+12% +$489K 0.38% 60
2024
Q3 		$4.3M Buy
208,486
+5,572
+3% +$114K 0.36% 64
2024
Q2 		$4.08M Buy
202,914
+6,461
+3% +$131K 0.36% 59
2024
Q1 		$4.01M Buy
196,453
+11,411
+6% +$232K 0.38% 57
2023
Q4 		$3.79M Buy
185,042
+746
+0.4% +$14.8K 0.38% 58
2023
Q3 		$3.59M Buy
184,296
+21,915
+13% +$436K 0.42% 52
2023
Q2 		$3.25M Sell
162,381
-139,021
-46% -$2.78M 0.38% 59
2023
Q1 		$6.06M Buy
301,402
+31,802
+12% +$652K 0.79% 30
2022
Q4 		$5.42M Sell
269,600
-11,711
-4% -$237K 0.8% 31
2022
Q3 		$5.52M Buy
281,311
+8,888
+3% +$187K 0.9% 24
2022
Q2 		$5.86M Buy
272,423
+11,382
+4% +$259K 0.96% 26
2022
Q1 		$6.35M Buy
261,041
+54,336
+26% +$1.4M 0.97% 26
2021
Q4 		$5.57M Buy
206,705
+10,731
+5% +$289K 0.84% 29
2021
Q3 		$5.32M Buy
195,974
+35,891
+22% +$992K 0.88% 26
2021
Q2 		$4.44M Buy
160,083
+7,838
+5% +$216K 0.77% 31
2021
Q1 		$4.15M Buy
152,245
+12,183
+9% +$334K 0.81% 27
2020
Q4 		$3.86M Buy
140,062
+1,439
+1% +$38.8K 0.82% 30
2020
Q3 		$3.61M Buy
138,623
+32,699
+31% +$859K 0.89% 30
2020
Q2 		$2.64M Buy
+105,924
New +$2.72M 0.8% 23

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

Creative Financial Designs's PTBD Position: Q2 2026 in Review

Creative Financial Designs reduced its Pacer Trendpilot US Bond ETF (PTBD) stake by 100% in Q2 2026, selling an estimated $5.45M and leaving 786 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Creative Financial Designs first reported a position in PTBD in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.35M in Q1 2022. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Creative Financial Designs held 786 shares of Pacer Trendpilot US Bond ETF worth $15.1K as of Q2 2026.
  • Creative Financial Designs sold 283,989 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $5.45M.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1403 holding.
  • Creative Financial Designs first reported a position in Pacer Trendpilot US Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Creative Financial Designs's Pacer Trendpilot US Bond ETF position peaked at $6.35M in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.