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 Q2	$308K	Hold	16,069	–	–	0.2%	109
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 Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morey & Quinn Wealth Partners's PTBD Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its Pacer Trendpilot US Bond ETF (PTBD) position steady in Q2 2026 at 16,069 shares worth $308K. The position accounts for 0.2% of the portfolio, ranked #109.

Morey & Quinn Wealth Partners first reported a position in PTBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $319K in Q3 2025. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

Morey & Quinn Wealth Partners held 16,069 shares of Pacer Trendpilot US Bond ETF worth $308K as of Q2 2026.
Morey & Quinn Wealth Partners left its Pacer Trendpilot US Bond ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Bond ETF made up 0.2% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #109 holding.
Morey & Quinn Wealth Partners first reported a position in Pacer Trendpilot US Bond ETF in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's Pacer Trendpilot US Bond ETF position peaked at $319K in Q3 2025.
48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.