VA
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Valmark Advisers’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Valmark Advisers’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
Q1 		– Sell
-11,007
Closed -$220K – 618
2024
Q4 		$220K Buy
11,007
+170
+2% +$3.44K ﹤0.01% 569
2024
Q3 		$224K Buy
+10,837
New +$222K ﹤0.01% 560
2024
Q2 		– Sell
-9,837
Closed -$201K – 573
2024
Q1 		$201K Buy
+9,837
New +$200K ﹤0.01% 532
2023
Q1 		– Sell
-10,444
Closed -$210K – 482
2022
Q4 		$210K Buy
+10,444
New +$211K ﹤0.01% 425

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers's PTBD Position: Q1 2025 in Review

Valmark Advisers sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q1 2025, closing a stake of 11,007 shares — an estimated $220K sold.

Valmark Advisers first reported a position in PTBD in Q4 2022 and held it in 4 quarters. The position peaked at $224K in Q3 2024. 57 funds tracked by Wall St. Rank hold PTBD as of Q1 2025.

  • Valmark Advisers reported no remaining Pacer Trendpilot US Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Valmark Advisers sold 11,007 Pacer Trendpilot US Bond ETF shares in Q1 2025, an estimated $220K.
  • Valmark Advisers first reported a position in Pacer Trendpilot US Bond ETF in Q4 2022 and held it in 4 quarters.
  • Valmark Advisers's Pacer Trendpilot US Bond ETF position peaked at $224K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2025.

Based on Valmark Advisers's 13F filing for Q1 2025, filed 23 Apr 2025.