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
Q1 		$1.21M Buy
+63,658
New +$1.23M 0.18% 135

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
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Maridea Wealth Management's PTBD Position: Q1 2026 in Review

Maridea Wealth Management opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q1 2026: 63,658 shares worth $1.21M. The stake represents 0.18% of the portfolio and ranks #135 among its holdings.

54 funds tracked by Wall St. Rank hold PTBD as of Q1 2026.

  • Maridea Wealth Management held 63,658 shares of Pacer Trendpilot US Bond ETF worth $1.21M as of Q1 2026.
  • Pacer Trendpilot US Bond ETF was a new Maridea Wealth Management position in Q1 2026.
  • Pacer Trendpilot US Bond ETF made up 0.18% of Maridea Wealth Management's portfolio in Q1 2026, its #135 holding.
  • 54 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.