FP
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Financial Perspectives’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Financial Perspectives’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
Q1 		– Sell
-224
Closed -$4.47K – 728
2024
Q4 		$4.47K Sell
224
-2,267
-91% -$45.9K ﹤0.01% 580
2024
Q3 		$51.4K Sell
2,491
-681
-21% -$14K 0.02% 283
2024
Q2 		$63.8K Sell
3,172
-656
-17% -$13.3K 0.02% 248
2024
Q1 		$78.1K Buy
3,828
+56
+1% +$1.14K 0.03% 229
2023
Q4 		$77.2K Sell
3,772
-124
-3% -$2.45K 0.03% 233
2023
Q3 		$75.9K Sell
3,896
-1,748
-31% -$34.8K 0.03% 215
2023
Q2 		$113K Sell
5,644
-543
-9% -$10.9K 0.05% 176
2023
Q1 		$124K Buy
6,187
+76
+1% +$1.56K 0.06% 161
2022
Q4 		$123K Sell
6,111
-1,707
-22% -$34.5K 0.06% 156
2022
Q3 		$153K Buy
7,818
+93
+1% +$1.96K 0.09% 134
2022
Q2 		$166K Sell
7,725
-430
-5% -$9.8K 0.09% 131
2022
Q1 		$198K Buy
8,155
+45
+0.6% +$1.16K 0.09% 132
2021
Q4 		$218K Buy
8,110
+371
+5% +$9.99K 0.1% 117
2021
Q3 		$210K Buy
7,739
+2,182
+39% +$60.3K 0.11% 117
2021
Q2 		$154K Sell
5,557
-72,681
-93% -$2M 0.08% 145
2021
Q1 		$2.87M Buy
78,238
+78,093
+53,857% +$2.14M 0.14% 116
2020
Q4 		$3.99K Buy
+145
New +$3.91K ﹤0.01% 497

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Perspectives's PTBD Position: Q1 2025 in Review

Financial Perspectives sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2025, closing a stake of 224 shares — an estimated $4.47K sold.

Financial Perspectives first reported a position in PTBD in Q4 2020 and held it in 17 quarters. The position peaked at $2.87M in Q1 2021. 57 funds tracked by Wall St. Rank hold PTBD as of Q1 2025.

  • Financial Perspectives reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Perspectives sold 224 Pacer Trendpilot US Bond ETF shares in Q1 2025, an estimated $4.47K.
  • Financial Perspectives first reported a position in Pacer Trendpilot US Bond ETF in Q4 2020 and held it in 17 quarters.
  • Financial Perspectives's Pacer Trendpilot US Bond ETF position peaked at $2.87M in Q1 2021.
  • 57 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2025.

Based on Financial Perspectives's 13F filing for Q1 2025, filed 18 Apr 2025.