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Independent Financial Group’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Independent Financial Group’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 		$223K Sell
11,631
-2,433
-17% -$46.7K ﹤0.01% 1417
2026
Q1 		$267K Sell
14,064
-4,067
-22% -$78.5K 0.01% 1217
2025
Q4 		$352K Hold
18,131
– – 0.01% 1073
2025
Q3 		$360K Hold
18,131
– – 0.01% 998
2025
Q2 		$358K Sell
18,131
-257
-1% -$5.06K 0.01% 935
2025
Q1 		$369K Buy
+18,388
New +$371K 0.01% 844
2024
Q4 		– Sell
-11,314
Closed -$233K – 1232
2024
Q3 		$233K Buy
+11,314
New +$232K 0.01% 978
2023
Q3 		– Sell
-12,612
Closed -$252K – 940
2023
Q2 		$252K Sell
12,612
-3,479
-22% -$69.7K 0.02% 724
2023
Q1 		$324K Sell
16,091
-29,803
-65% -$611K 0.03% 578
2022
Q4 		$923K Sell
45,894
-840
-2% -$17K 0.08% 255
2022
Q3 		$917K Sell
46,734
-9,122
-16% -$192K 0.08% 238
2022
Q2 		$1.2M Sell
55,856
-14,124
-20% -$322K 0.13% 184
2022
Q1 		$1.7M Sell
69,980
-2,765
-4% -$71K 0.14% 148
2021
Q4 		$1.96M Buy
72,745
+8,687
+14% +$234K 0.16% 132
2021
Q3 		$1.74M Sell
64,058
-2,353
-4% -$65.1K 0.18% 118
2021
Q2 		$1.84M Buy
66,411
+7,917
+14% +$218K 0.2% 116
2021
Q1 		$1.6M Buy
58,494
+27,270
+87% +$748K 0.21% 120
2020
Q4 		$860K Buy
+31,224
New +$843K 0.13% 187
2020
Q2 		– Sell
-15,144
Closed -$386K – 502
2020
Q1 		$386K Buy
+15,144
New +$388K 0.11% 215

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

Independent Financial Group's PTBD Position: Q2 2026 in Review

Independent Financial Group reduced its Pacer Trendpilot US Bond ETF (PTBD) stake by 17% in Q2 2026, selling an estimated $46.7K and leaving 11,631 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Independent Financial Group first reported a position in PTBD in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.96M in Q4 2021. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Independent Financial Group held 11,631 shares of Pacer Trendpilot US Bond ETF worth $223K as of Q2 2026.
  • Independent Financial Group sold 2,433 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $46.7K.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1417 holding.
  • Independent Financial Group first reported a position in Pacer Trendpilot US Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Independent Financial Group's Pacer Trendpilot US Bond ETF position peaked at $1.96M in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.