PAG
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Private Advisor Group’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Private Advisor Group’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 		$991K Buy
51,703
+3,379
+7% +$64.8K ﹤0.01% 1386
2026
Q1 		$917K Buy
48,324
+2,164
+5% +$41.8K ﹤0.01% 1481
2025
Q4 		$896K Buy
46,160
+2,751
+6% +$53.9K ﹤0.01% 1465
2025
Q3 		$861K Buy
43,409
+5,425
+14% +$107K ﹤0.01% 1451
2025
Q2 		$750K Buy
37,984
+313
+0.8% +$6.16K ﹤0.01% 1453
2025
Q1 		$756K Buy
37,671
+1,997
+6% +$40.3K ﹤0.01% 1384
2024
Q4 		$713K Buy
35,674
+569
+2% +$11.5K ﹤0.01% 1401
2024
Q3 		$724K Sell
35,105
-1,515
-4% -$31.1K ﹤0.01% 1418
2024
Q2 		$736K Sell
36,620
-867
-2% -$17.5K ﹤0.01% 1351
2024
Q1 		$765K Buy
+37,487
New +$764K 0.01% 1294
2023
Q2 		– Sell
-22,811
Closed -$459K – 2077
2023
Q1 		$459K Sell
22,811
-5,421
-19% -$111K ﹤0.01% 1377
2022
Q4 		$568 Sell
28,232
-35,432
-56% -$717K ﹤0.01% 1358
2022
Q3 		$1.25M Buy
63,664
+2,241
+4% +$47.3K 0.01% 818
2022
Q2 		$1.32M Sell
61,423
-270,260
-81% -$6.16M 0.01% 943
2022
Q1 		$8.06M Sell
331,683
-247,380
-43% -$6.35M 0.06% 297
2021
Q4 		$15.6M Sell
579,063
-684,944
-54% -$18.4M 0.12% 173
2021
Q3 		$34.3M Buy
1,264,007
+433,797
+52% +$12M 0.22% 90
2021
Q2 		$23M Buy
830,210
+32,983
+4% +$907K 0.2% 96
2021
Q1 		$21.7M Buy
797,227
+339,264
+74% +$9.31M 0.21% 96
2020
Q4 		$12.6M Buy
+457,963
New +$12.4M 0.13% 171

Other funds holding PTBD

OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Private Advisor Group's PTBD Position: Q2 2026 in Review

Private Advisor Group increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 7% in Q2 2026, buying an estimated $64.8K and bringing the position to 51,703 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Private Advisor Group first reported a position in PTBD in Q4 2020 and has held it in 20 quarters since. The position peaked at $34.3M in Q3 2021. 16 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Private Advisor Group held 51,703 shares of Pacer Trendpilot US Bond ETF worth $991K as of Q2 2026.
  • Private Advisor Group bought 3,379 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $64.8K.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1386 holding.
  • Private Advisor Group first reported a position in Pacer Trendpilot US Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Private Advisor Group's Pacer Trendpilot US Bond ETF position peaked at $34.3M in Q3 2021.
  • 16 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.