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NFP Retirement Inc’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

NFP Retirement Inc’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 		$453K Sell
23,846
-5,368
-18% -$104K 0.03% 204
2025
Q4 		$567K Buy
+29,214
New +$573K 0.03% 180

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

NFP Retirement Inc's PTBD Position: Q1 2026 in Review

NFP Retirement Inc reduced its Pacer Trendpilot US Bond ETF (PTBD) stake by 18% in Q1 2026, selling an estimated $104K and leaving 23,846 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #204.

NFP Retirement Inc first reported a position in PTBD in Q4 2025 and has held it in 2 quarters since. The position peaked at $567K in Q4 2025. 54 funds tracked by Wall St. Rank hold PTBD as of Q1 2026.

  • NFP Retirement Inc held 23,846 shares of Pacer Trendpilot US Bond ETF worth $453K as of Q1 2026.
  • NFP Retirement Inc sold 5,368 Pacer Trendpilot US Bond ETF shares in Q1 2026, an estimated $104K.
  • Pacer Trendpilot US Bond ETF made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #204 holding.
  • NFP Retirement Inc first reported a position in Pacer Trendpilot US Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • NFP Retirement Inc's Pacer Trendpilot US Bond ETF position peaked at $567K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.