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Evelyn Partners’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Evelyn Partners’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 		$7.97K Buy
+416
New +$7.98K ﹤0.01% 488

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

Evelyn Partners's PTBD Position: Q2 2026 in Review

Evelyn Partners opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q2 2026: 416 shares worth $7.97K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings.

46 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Evelyn Partners held 416 shares of Pacer Trendpilot US Bond ETF worth $7.97K as of Q2 2026.
  • Pacer Trendpilot US Bond ETF was a new Evelyn Partners position in Q2 2026.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #488 holding.
  • 46 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.