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IFP Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

IFP Advisors’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 		$49.3K Sell
2,571
-579
-18% -$11.1K ﹤0.01% 2407
2026
Q1 		$59.8K Sell
3,150
-1,347
-30% -$26K ﹤0.01% 2146
2025
Q4 		$87.2K Sell
4,497
-454
-9% -$8.9K ﹤0.01% 1880
2025
Q3 		$98.2K Sell
4,951
-151
-3% -$2.99K ﹤0.01% 1696
2025
Q2 		$101K Buy
+5,102
New +$100K ﹤0.01% 1635
2023
Q3 		– Sell
-175
Closed -$3.5K – 3497
2023
Q2 		$3.5K Hold
175
– – ﹤0.01% 2664
2023
Q1 		$4.39K Sell
175
-1,798
-91% -$36.9K ﹤0.01% 2623
2022
Q4 		$49K Sell
1,973
-3,539
-64% -$71.6K ﹤0.01% 2264
2022
Q3 		$138K Buy
5,512
+301
+6% +$6.35K ﹤0.01% 1639
2022
Q2 		$131K Hold
5,211
– – ﹤0.01% 1517
2022
Q1 		$131K Sell
5,211
-15,796
-75% -$406K ﹤0.01% 1517
2021
Q4 		$565K Buy
21,007
+132
+0.6% +$3.56K 0.01% 555
2021
Q3 		$567K Buy
20,875
+8,900
+74% +$246K 0.01% 551
2021
Q2 		$333K Buy
+11,975
New +$329K 0.01% 682
2021
Q1 		– Sell
-7,100
Closed -$195K – 3178
2020
Q4 		$196K Buy
7,100
+6,473
+1,032% +$175K 0.01% 809
2020
Q3 		$16K Hold
627
– – ﹤0.01% 1734
2020
Q2 		$16K Sell
627
-111,248
-99% -$2.86M ﹤0.01% 1644
2020
Q1 		$2.87M Buy
+111,875
New +$2.87M 0.29% 77

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

IFP Advisors's PTBD Position: Q2 2026 in Review

IFP Advisors reduced its Pacer Trendpilot US Bond ETF (PTBD) stake by 18% in Q2 2026, selling an estimated $11.1K and leaving 2,571 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

IFP Advisors first reported a position in PTBD in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.87M in Q1 2020. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • IFP Advisors held 2,571 shares of Pacer Trendpilot US Bond ETF worth $49.3K as of Q2 2026.
  • IFP Advisors sold 579 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $11.1K.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2407 holding.
  • IFP Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q1 2020 and has held it in 18 quarters since.
  • IFP Advisors's Pacer Trendpilot US Bond ETF position peaked at $2.87M in Q1 2020.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.