PTBD PACER TRENDPILOT US BOND ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  24 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported PACER TRENDPILOT US BOND ETF (PTBD) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2025 Q1. The latest visible filing shows PTBD at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PTBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in PACER TRENDPILOT US BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PTBD was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held PTBD — position size vs. price
% of Fund (quarterly)    PTBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 284,775 +7,165 +2.6% 0.33% $5.4M 2026-04-13 $19.16
2025 Q4 ADDED 277,610 +12,823 +4.8% 0.34% $5.4M 2026-02-06 $19.20
2025 Q3 ADDED 264,787 +9,779 +3.8% 0.35% $5.3M 2025-11-14 (Est.) $18.99
2025 Q2 ADDED 255,008 +12,187 +5.0% 0.36% $5.0M 2025-08-04 $18.93
2025 Q1 ADDED 242,821 +10,190 +4.4% 0.39% $4.9M 2025-04-23 $18.49
2024 Q4 ADDED 232,631 +24,145 +11.6% 0.38% $4.7M 2025-02-10 $18.90
2024 Q3 ADDED 208,486 +5,572 +2.7% 0.36% $4.3M 2024-10-28 $18.57
2024 Q2 ADDED 202,914 +6,461 +3.3% 0.36% $4.1M 2024-08-06 $18.48
2024 Q1 ADDED 196,453 +11,411 +6.2% 0.38% $4.0M 2024-05-01 $17.95
2023 Q4 ADDED 185,042 +746 +0.4% 0.38% $3.8M 2024-01-10 $17.79
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and PTBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning PTBD?

CREATIVE FINANCIAL DESIGNS INC /ADV reported PTBD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PTBD position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for PTBD was 0.39% in 2025 Q1.

What is the latest reported PTBD position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 284,775 shares, equal to 0.33% of portfolio, with an estimated market value of $5.4M.

What does the chart on this PTBD ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly PTBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CREATIVE FINANCIAL DESIGNS INC /ADV Holdings