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MJT & Associates Financial Advisory’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

MJT & Associates Financial Advisory’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
-8,932
Closed -$176K – 500
2025
Q2 		$176K Hold
8,932
– – 0.22% 45
2025
Q1 		$179K Buy
+8,932
New +$180K 0.17% 51

Other funds holding PTBD

Pacer Advisors
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LPL Financial
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
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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MJT & Associates Financial Advisory's PTBD Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2025, closing a stake of 8,932 shares — an estimated $176K sold.

MJT & Associates Financial Advisory first reported a position in PTBD in Q1 2025 and held it in 2 quarters. The position peaked at $179K in Q1 2025. 51 funds tracked by Wall St. Rank hold PTBD as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 8,932 Pacer Trendpilot US Bond ETF shares in Q3 2025, an estimated $176K.
  • MJT & Associates Financial Advisory first reported a position in Pacer Trendpilot US Bond ETF in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Pacer Trendpilot US Bond ETF position peaked at $179K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.