Integrated Wealth Concepts’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Integrated Wealth Concepts’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	$1.03K	Buy	+54	New	+$1.04K	﹤0.01%	5524

Other funds holding PTBD

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Wealth Concepts's PTBD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q2 2026: 54 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #5524 among its holdings.

48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

Integrated Wealth Concepts held 54 shares of Pacer Trendpilot US Bond ETF worth $1.03K as of Q2 2026.
Pacer Trendpilot US Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
Pacer Trendpilot US Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5524 holding.
48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.