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

Inspire 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
2025
Q3 		– Sell
-58,195
Closed -$1.15M – 569
2025
Q2 		$1.15M Sell
58,195
-488,464
-89% -$9.61M 0.12% 130
2025
Q1 		$11M Buy
546,659
+102,713
+23% +$2.07M 1.27% 11
2024
Q4 		$8.88M Buy
443,946
+143,423
+48% +$2.91M 1.09% 11
2024
Q3 		$6.2M Buy
+300,523
New +$6.16M 0.75% 12

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
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Inspire Advisors's PTBD Position: Q3 2025 in Review

Inspire Advisors sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2025, closing a stake of 58,195 shares — an estimated $1.15M sold.

Inspire Advisors first reported a position in PTBD in Q3 2024 and held it in 4 quarters. The position peaked at $11M in Q1 2025. 51 funds tracked by Wall St. Rank hold PTBD as of Q3 2025.

  • Inspire Advisors reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Inspire Advisors sold 58,195 Pacer Trendpilot US Bond ETF shares in Q3 2025, an estimated $1.15M.
  • Inspire Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q3 2024 and held it in 4 quarters.
  • Inspire Advisors's Pacer Trendpilot US Bond ETF position peaked at $11M in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2025.

Based on Inspire Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.