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Accurate Wealth Management’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Accurate Wealth Management’s Portfolio PTNQ Stock Details PTNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,146
Closed -$57.1K – 1121
2022
Q4 		$57.1K Buy
+1,146
New +$57.5K 0.02% 426

Other funds holding PTNQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Accurate Wealth Management's PTNQ Position: Q1 2023 in Review

Accurate Wealth Management sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q1 2023, closing a stake of 1,146 shares — an estimated $57.1K sold.

Accurate Wealth Management first reported a position in PTNQ in Q4 2022 and held it in 1 quarter. The position peaked at $57.1K in Q4 2022. 89 funds tracked by Wall St. Rank hold PTNQ as of Q1 2023.

  • Accurate Wealth Management reported no remaining Pacer Trendpilot 100 ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,146 Pacer Trendpilot 100 ETF shares in Q1 2023, an estimated $57.1K.
  • Accurate Wealth Management first reported a position in Pacer Trendpilot 100 ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Pacer Trendpilot 100 ETF position peaked at $57.1K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.