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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
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
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
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Forefront Wealth Partners's PTBD Position: Q1 2026 in Review

Forefront Wealth Partners increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 6.5% in Q1 2026, buying an estimated $52.6K and bringing the position to 44,675 shares worth $848K. The position accounts for 0.35% of the portfolio, ranked #65.

Forefront Wealth Partners first reported a position in PTBD in Q1 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold PTBD as of Q1 2026.

  • Forefront Wealth Partners held 44,675 shares of Pacer Trendpilot US Bond ETF worth $848K as of Q1 2026.
  • Forefront Wealth Partners bought 2,726 Pacer Trendpilot US Bond ETF shares in Q1 2026, an estimated $52.6K.
  • Pacer Trendpilot US Bond ETF made up 0.35% of Forefront Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • Forefront Wealth Partners first reported a position in Pacer Trendpilot US Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.