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

United 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
2025
Q3 		– Sell
-11,476
Closed -$227K – 463
2025
Q2 		$227K Sell
11,476
-191
-2% -$3.76K 0.04% 359
2025
Q1 		$234K Buy
11,667
+245
+2% +$4.95K 0.05% 315
2024
Q4 		$228K Buy
11,422
+97
+0.9% +$1.97K 0.05% 335
2024
Q3 		$234K Buy
11,325
+13
+0.1% +$267 0.05% 309
2024
Q2 		$227K Buy
+11,312
New +$229K 0.07% 238

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
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

United Advisor Group's PTBD Position: Q3 2025 in Review

United Advisor Group sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2025, closing a stake of 11,476 shares — an estimated $227K sold.

United Advisor Group first reported a position in PTBD in Q2 2024 and held it in 5 quarters. The position peaked at $234K in Q1 2025. 51 funds tracked by Wall St. Rank hold PTBD as of Q3 2025.

  • United Advisor Group reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2025 after selling out during the quarter.
  • United Advisor Group sold 11,476 Pacer Trendpilot US Bond ETF shares in Q3 2025, an estimated $227K.
  • United Advisor Group first reported a position in Pacer Trendpilot US Bond ETF in Q2 2024 and held it in 5 quarters.
  • United Advisor Group's Pacer Trendpilot US Bond ETF position peaked at $234K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2025.

Based on United Advisor Group's 13F filing for Q3 2025, filed 12 Nov 2025.