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

JFS Wealth 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 		$154 Buy
+8
New +$153 ﹤0.01% 2187

Other funds holding PTBD

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors's PTBD Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q2 2026: 8 shares worth $154. The stake represents ﹤0.01% of the portfolio and ranks #2187 among its holdings.

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

  • JFS Wealth Advisors held 8 shares of Pacer Trendpilot US Bond ETF worth $154 as of Q2 2026.
  • Pacer Trendpilot US Bond ETF was a new JFS Wealth Advisors position in Q2 2026.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2187 holding.
  • 4 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.