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Creekmur Asset Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$3.79K Hold
191
– – ﹤0.01% 592
2025
Q2 		$3.77K Hold
191
– – ﹤0.01% 596
2025
Q1 		$3.83K Hold
191
– – ﹤0.01% 562
2024
Q4 		$3.82K Hold
191
– – ﹤0.01% 528
2024
Q3 		$3.94K Sell
191
-202
-51% -$4.14K ﹤0.01% 568
2024
Q2 		$7.9K Sell
393
-1,348
-77% -$27.2K ﹤0.01% 530
2024
Q1 		$35.5K Sell
1,741
-66
-4% -$1.34K 0.01% 294
2023
Q4 		$37K Buy
+1,807
New +$35.7K 0.01% 342

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
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creekmur Asset Management's PTBD Position: Q3 2025 in Review

Creekmur Asset Management held its Pacer Trendpilot US Bond ETF (PTBD) position steady in Q3 2025 at 191 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Creekmur Asset Management first reported a position in PTBD in Q4 2023 and has held it in 8 quarters since. The position peaked at $37K in Q4 2023. 51 funds tracked by Wall St. Rank hold PTBD as of Q3 2025.

  • Creekmur Asset Management held 191 shares of Pacer Trendpilot US Bond ETF worth $3.79K as of Q3 2025.
  • Creekmur Asset Management left its Pacer Trendpilot US Bond ETF share count unchanged in Q3 2025.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #592 holding.
  • Creekmur Asset Management first reported a position in Pacer Trendpilot US Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Pacer Trendpilot US Bond ETF position peaked at $37K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.