LaSalle St. Investment Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

LaSalle St. Investment 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	-63,620	Closed	-$1.26M	–	370
2025 Q2	$1.26M	Sell	63,620 -2,447	-4%	-$48.2K	0.34%	59
2025 Q1	$1.32M	Buy	66,067 +1,053	+2%	+$21.3K	0.31%	61
2024 Q4	$1.3M	Sell	65,014 -1,215	-2%	-$24.6K	0.4%	43
2024 Q3	$1.37M	Buy	66,229 +2,098	+3%	+$43K	0.54%	32
2024 Q2	$1.29M	Sell	64,131 -1,371	-2%	-$27.7K	0.64%	28
2024 Q1	$1.34M	Hold	65,502	–	–	0.75%	23
2023 Q4	$13.4M	Sell	65,502 -1,604	-2%	-$31.7K	0.9%	18
2023 Q3	$1.31M	Sell	67,106 -990	-1%	-$19.7K	0.64%	26
2023 Q2	$1.36M	Buy	68,096 +2,597	+4%	+$52K	0.6%	27
2023 Q1	$1.32M	Sell	65,499 -1,522	-2%	-$31.2K	0.58%	32
2022 Q4	$1.35M	Buy	+67,021	New	+$1.36M	0.64%	30

Other funds holding PTBD

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LaSalle St. Investment Advisors's PTBD Position: Q3 2025 in Review

LaSalle St. Investment Advisors sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2025, closing a stake of 63,620 shares — an estimated $1.26M sold.

LaSalle St. Investment Advisors first reported a position in PTBD in Q4 2022 and held it in 11 quarters. The position peaked at $13.4M in Q4 2023. 51 funds tracked by Wall St. Rank hold PTBD as of Q3 2025.

LaSalle St. Investment Advisors reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2025 after selling out during the quarter.
LaSalle St. Investment Advisors sold 63,620 Pacer Trendpilot US Bond ETF shares in Q3 2025, an estimated $1.26M.
LaSalle St. Investment Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q4 2022 and held it in 11 quarters.
LaSalle St. Investment Advisors's Pacer Trendpilot US Bond ETF position peaked at $13.4M in Q4 2023.
51 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2025.

Based on LaSalle St. Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.