GWANC
PTBD icon

Guardian Wealth Advisors (North Carolina)’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-1,206
Closed -$22.9K – 534
2026
Q1 		$22.9K Buy
+1,206
New +$23.3K ﹤0.01% 497
2025
Q3 		– Sell
-1,552
Closed -$30.7K – 492
2025
Q2 		$30.7K Buy
1,552
+1
+0.1% +$20 ﹤0.01% 430
2025
Q1 		$31.1K Buy
1,551
+3
+0.2% +$61 ﹤0.01% 410
2024
Q4 		$31K Buy
1,548
+305
+25% +$6.18K ﹤0.01% 391
2024
Q3 		$25.6K Sell
1,243
-47
-4% -$964 ﹤0.01% 343
2024
Q2 		$25.9K Sell
1,290
-489
-27% -$9.88K ﹤0.01% 330
2024
Q1 		$36.3K Sell
1,779
-376
-17% -$7.66K ﹤0.01% 339
2023
Q4 		$44.1K Hold
2,155
– – 0.01% 310
2023
Q3 		$42K Sell
2,155
-278
-11% -$5.53K 0.01% 305
2023
Q2 		$48.6K Sell
2,433
-715
-23% -$14.3K 0.01% 285
2023
Q1 		$63.3K Sell
3,148
-1,210
-28% -$24.8K 0.01% 253
2022
Q4 		$87.6K Sell
4,358
-251
-5% -$5.08K 0.02% 225
2022
Q3 		$90K Sell
4,609
-1,473
-24% -$31.1K 0.02% 213
2022
Q2 		$131K Sell
6,082
-58,699
-91% -$1.34M 0.02% 196
2022
Q1 		$1.57M Sell
64,781
-56,134
-46% -$1.44M 0.68% 30
2021
Q4 		$3.26M Buy
+120,915
New +$3.26M 1.4% 14

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PTBD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2026, closing a stake of 1,206 shares — an estimated $22.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PTBD in Q4 2021 and held it in 16 quarters. The position peaked at $3.26M in Q4 2021. 47 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,206 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $22.9K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Pacer Trendpilot US Bond ETF in Q4 2021 and held it in 16 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Pacer Trendpilot US Bond ETF position peaked at $3.26M in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.