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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
Q2 		$457K Hold
23,846
– – 0.03% 214
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 $39.3B AUM 27.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NFP Retirement Inc's PTBD Position: Q2 2026 in Review

NFP Retirement Inc held its Pacer Trendpilot US Bond ETF (PTBD) position steady in Q2 2026 at 23,846 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #214.

NFP Retirement Inc first reported a position in PTBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $567K in Q4 2025. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • NFP Retirement Inc held 23,846 shares of Pacer Trendpilot US Bond ETF worth $457K as of Q2 2026.
  • NFP Retirement Inc left its Pacer Trendpilot US Bond ETF share count unchanged in Q2 2026.
  • Pacer Trendpilot US Bond ETF made up 0.03% of NFP Retirement Inc's portfolio in Q2 2026, its #214 holding.
  • NFP Retirement Inc first reported a position in Pacer Trendpilot US Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • NFP Retirement Inc's Pacer Trendpilot US Bond ETF position peaked at $567K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.