PTBD β€” PACER FDS TR TRENDPILOT US BD

Ownership history in IFP Advisors, Inc  Β·  15 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported PACER FDS TR TRENDPILOT US BD (PTBD) in 15 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows PTBD at 0.00% 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 IFP Advisors, Inc's position in PACER FDS TR TRENDPILOT US BD, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 IFP Advisors, Inc held PTBD β€” position size vs. price
% of Fund (quarterly)    PTBD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,150 -1,347 -30.0% 0.00% $60K 2026-04-13 $19.25
2025 Q4 REDUCED 4,497 -466 -9.4% 0.00% $87K 2026-02-06 $19.29
2025 Q3 REDUCED 4,963 -139 -2.7% 0.00% $98K 2025-12-02 $19.20
2025 Q2 ADDED 5,102 +4,927 +2815.4% 0.00% $101K 2025-07-24 $18.98
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and PTBD

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

How long has IFP Advisors, Inc reported owning PTBD?

IFP Advisors, Inc reported PTBD across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PTBD position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for PTBD was 0.00% in 2025 Q2.

What is the latest reported PTBD position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 3,150 shares, equal to 0.00% of portfolio, with an estimated market value of $60K.

What does the chart on this PTBD ownership page compare?

The chart compares IFP Advisors, Inc'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.

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