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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
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 $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 $2.1B AUM 23.1% 1-Year Est. Return
MS
Millington Securities 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 $11.5B AUM 18.82% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PTBD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q1 2026: 1,206 shares worth $22.9K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in PTBD as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in PTBD in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.26M in Q4 2021. 54 funds tracked by Wall St. Rank hold PTBD as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,206 shares of Pacer Trendpilot US Bond ETF worth $22.9K as of Q1 2026.
  • Pacer Trendpilot US Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #497 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Pacer Trendpilot US Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Pacer Trendpilot US Bond ETF position peaked at $3.26M in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.