UBS Group
PTBD icon

UBS Group’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

UBS 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 		$11.8K Buy
614
+358
+140% +$6.87K ﹤0.01% 8480
2026
Q1 		$4.86K Sell
256
-554
-68% -$10.7K ﹤0.01% 8877
2025
Q4 		$15.7K Buy
+810
New +$15.9K ﹤0.01% 7952
2025
Q3 		– Sell
-3,222
Closed -$63.6K – 10802
2025
Q2 		$63.6K Sell
3,222
-1,722
-35% -$33.9K ﹤0.01% 7580
2025
Q1 		$99.2K Buy
4,944
+4,843
+4,795% +$97.8K ﹤0.01% 7056
2024
Q4 		$2.02K Buy
+101
New +$2.05K ﹤0.01% 9123
2024
Q2 		– Sell
-5,669
Closed -$116K – 9971
2024
Q1 		$116K Buy
5,669
+4,824
+571% +$98.3K ﹤0.01% 6156
2023
Q4 		$17.3K Sell
845
-978
-54% -$19.3K ﹤0.01% 7191
2023
Q3 		$35.5K Buy
1,823
+1,682
+1,193% +$33.4K ﹤0.01% 6503
2023
Q2 		$2.82K Sell
141
-5,782
-98% -$116K ﹤0.01% 7686
2023
Q1 		$119K Sell
5,923
-4,671
-44% -$95.8K ﹤0.01% 5783
2022
Q4 		$213K Sell
10,594
-836
-7% -$16.9K ﹤0.01% 5399
2022
Q3 		$224K Buy
11,430
+9,423
+470% +$199K ﹤0.01% 4990
2022
Q2 		$43K Sell
2,007
-1,397
-41% -$31.8K ﹤0.01% 6042
2022
Q1 		$83K Buy
+3,404
New +$87.4K ﹤0.01% 6057
2020
Q2 		– Sell
-2,045
Closed -$52K – 8268
2020
Q1 		$52K Buy
2,045
+1,989
+3,552% +$51K ﹤0.01% 5804
2019
Q4 		$1K Buy
+56
New +$1.41K ﹤0.01% 7974

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

UBS Group's PTBD Position: Q2 2026 in Review

UBS Group increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 140% in Q2 2026, buying an estimated $6.87K and bringing the position to 614 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #8480.

UBS Group first reported a position in PTBD in Q4 2019 and has held it in 17 quarters since. The position peaked at $224K in Q3 2022. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • UBS Group held 614 shares of Pacer Trendpilot US Bond ETF worth $11.8K as of Q2 2026.
  • UBS Group bought 358 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $6.87K.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8480 holding.
  • UBS Group first reported a position in Pacer Trendpilot US Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • UBS Group's Pacer Trendpilot US Bond ETF position peaked at $224K in Q3 2022.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.