MWM
PTBD icon

Maridea Wealth Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Maridea Wealth Management’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 		$1.32M Buy
68,756
+5,098
+8% +$97.8K 0.14% 163
2026
Q1 		$1.21M Buy
+63,658
New +$1.23M 0.18% 135

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
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
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Maridea Wealth Management's PTBD Position: Q2 2026 in Review

Maridea Wealth Management increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 8% in Q2 2026, buying an estimated $97.8K and bringing the position to 68,756 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #163.

Maridea Wealth Management first reported a position in PTBD in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Maridea Wealth Management held 68,756 shares of Pacer Trendpilot US Bond ETF worth $1.32M as of Q2 2026.
  • Maridea Wealth Management bought 5,098 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $97.8K.
  • Pacer Trendpilot US Bond ETF made up 0.14% of Maridea Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Maridea Wealth Management first reported a position in Pacer Trendpilot US Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.