Evelyn Partners Group Ltd’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Evelyn Partners Group Ltd’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	$7.97K	Buy	+416	New	+$7.98K	﹤0.01%	488

Other funds holding PTBD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

OFP

OFC Financial Planning Short Hills, New Jersey $113M AUM 26.89% 1-Year Est. Return

Evelyn Partners Group Ltd's PTBD Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q2 2026: 416 shares worth $7.97K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings.

25 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

Evelyn Partners Group Ltd held 416 shares of Pacer Trendpilot US Bond ETF worth $7.97K as of Q2 2026.
Pacer Trendpilot US Bond ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
Pacer Trendpilot US Bond ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #488 holding.
25 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.