ORG Wealth Partners’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

ORG 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	$1.21M	Sell	63,254 -1,443	-2%	-$27.7K	0.18%	69
2026 Q1	$1.23M	Buy	64,697 +14,748	+30%	+$285K	0.24%	61
2025 Q4	$969K	Sell	49,949 -2,252	-4%	-$44.1K	0.23%	70
2025 Q3	$1.04M	Buy	52,201 +801	+2%	+$15.9K	0.22%	69
2025 Q2	$1.01M	Buy	51,400 +3,205	+7%	+$63.1K	0.24%	63
2025 Q1	$969K	Buy	48,195 +1,326	+3%	+$26.8K	0.3%	64
2024 Q4	$937K	Buy	46,869 +1,836	+4%	+$37.2K	0.29%	25
2024 Q3	$929K	Buy	+45,033	New	+$923K	0.31%	27

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

ORG Wealth Partners's PTBD Position: Q2 2026 in Review

ORG Wealth Partners reduced its Pacer Trendpilot US Bond ETF (PTBD) stake by 2.2% in Q2 2026, selling an estimated $27.7K and leaving 63,254 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #69.

ORG Wealth Partners first reported a position in PTBD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2026. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

ORG Wealth Partners held 63,254 shares of Pacer Trendpilot US Bond ETF worth $1.21M as of Q2 2026.
ORG Wealth Partners sold 1,443 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $27.7K.
Pacer Trendpilot US Bond ETF made up 0.18% of ORG Wealth Partners's portfolio in Q2 2026, its #69 holding.
ORG Wealth Partners first reported a position in Pacer Trendpilot US Bond ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Pacer Trendpilot US Bond ETF position peaked at $1.23M in Q1 2026.
48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

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