Golden State Equity Partners’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Golden State Equity 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	–	Sell	-3,588	Closed	-$68.1K	–	1388
2026 Q1	$68.1K	Buy	+3,588	New	+$69.3K	0.01%	819

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

FWP

Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 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

Golden State Equity Partners's PTBD Position: Q2 2026 in Review

Golden State Equity Partners sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2026, closing a stake of 3,588 shares — an estimated $68.1K sold.

Golden State Equity Partners first reported a position in PTBD in Q1 2026 and held it in 1 quarter. The position peaked at $68.1K in Q1 2026. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

Golden State Equity Partners reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 3,588 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $68.1K.
Golden State Equity Partners first reported a position in Pacer Trendpilot US Bond ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Pacer Trendpilot US Bond ETF position peaked at $68.1K in Q1 2026.
48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.