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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
Q1 		$68.1K Buy
+3,588
New +$69.3K 0.01% 819

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MCA
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CFD
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MSL
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WI
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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

Golden State Equity Partners's PTBD Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q1 2026: 3,588 shares worth $68.1K. The stake represents 0.01% of the portfolio and ranks #819 among its holdings.

54 funds tracked by Wall St. Rank hold PTBD as of Q1 2026.

  • Golden State Equity Partners held 3,588 shares of Pacer Trendpilot US Bond ETF worth $68.1K as of Q1 2026.
  • Pacer Trendpilot US Bond ETF was a new Golden State Equity Partners position in Q1 2026.
  • Pacer Trendpilot US Bond ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #819 holding.
  • 54 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.