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Morey & Quinn Wealth Partners’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Morey & Quinn Wealth Partners’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 		$305K Hold
16,069
– – 0.22% 102
2025
Q4 		$312K Hold
16,069
– – 0.22% 101
2025
Q3 		$319K Hold
16,069
– – 0.23% 100
2025
Q2 		$317K Buy
16,069
+2,760
+21% +$54.3K 0.25% 95
2025
Q1 		$267K Hold
13,309
– – 0.22% 105
2024
Q4 		$266K Buy
+13,309
New +$270K 0.23% 102

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

Morey & Quinn Wealth Partners's PTBD Position: Q1 2026 in Review

Morey & Quinn Wealth Partners held its Pacer Trendpilot US Bond ETF (PTBD) position steady in Q1 2026 at 16,069 shares worth $305K. The position accounts for 0.22% of the portfolio, ranked #102.

Morey & Quinn Wealth Partners first reported a position in PTBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $319K in Q3 2025. 54 funds tracked by Wall St. Rank hold PTBD as of Q1 2026.

  • Morey & Quinn Wealth Partners held 16,069 shares of Pacer Trendpilot US Bond ETF worth $305K as of Q1 2026.
  • Morey & Quinn Wealth Partners left its Pacer Trendpilot US Bond ETF share count unchanged in Q1 2026.
  • Pacer Trendpilot US Bond ETF made up 0.22% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #102 holding.
  • Morey & Quinn Wealth Partners first reported a position in Pacer Trendpilot US Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Morey & Quinn Wealth Partners's Pacer Trendpilot US Bond ETF position peaked at $319K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.