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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
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
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

ORG Wealth Partners's PTBD Position: Q1 2026 in Review

ORG Wealth Partners increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 30% in Q1 2026, buying an estimated $285K and bringing the position to 64,697 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #61.

ORG Wealth Partners first reported a position in PTBD in Q3 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold PTBD as of Q1 2026.

  • ORG Wealth Partners held 64,697 shares of Pacer Trendpilot US Bond ETF worth $1.23M as of Q1 2026.
  • ORG Wealth Partners bought 14,748 Pacer Trendpilot US Bond ETF shares in Q1 2026, an estimated $285K.
  • Pacer Trendpilot US Bond ETF made up 0.24% of ORG Wealth Partners's portfolio in Q1 2026, its #61 holding.
  • ORG Wealth Partners first reported a position in Pacer Trendpilot US Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.