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

Forefront Wealth 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	$1.54M	Buy	80,150 +35,475	+79%	+$681K	0.48%	57
2026 Q1	$848K	Buy	44,675 +2,726	+6%	+$52.6K	0.35%	65
2025 Q4	$814K	Buy	41,949 +9,996	+31%	+$196K	0.39%	59
2025 Q3	$634K	Buy	+31,953	New	+$633K	0.16%	114
2025 Q2	–	Sell	-17,827	Closed	-$358K	–	120
2025 Q1	$358K	Buy	+17,827	New	+$360K	0.24%	80

Other funds holding PTBD

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forefront Wealth Partners's PTBD Position: Q2 2026 in Review

Forefront Wealth Partners increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 79% in Q2 2026, buying an estimated $681K and bringing the position to 80,150 shares worth $1.54M. The position accounts for 0.48% of the portfolio, ranked #57.

Forefront Wealth Partners first reported a position in PTBD in Q1 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

Forefront Wealth Partners held 80,150 shares of Pacer Trendpilot US Bond ETF worth $1.54M as of Q2 2026.
Forefront Wealth Partners bought 35,475 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $681K.
Pacer Trendpilot US Bond ETF made up 0.48% of Forefront Wealth Partners's portfolio in Q2 2026, its #57 holding.
Forefront Wealth Partners first reported a position in Pacer Trendpilot US Bond ETF in Q1 2025 and has held it in 5 quarters since.
48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.