APS
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American Planning Services’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

American Planning Services’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
2024
Q3 		$305K Hold
4,155
– – 0.24% 42
2024
Q2 		$300K Sell
4,155
-162
-4% -$11.2K 0.21% 42
2024
Q1 		$296K Sell
4,317
-545
-11% -$36.6K 0.21% 37
2023
Q4 		$318K Sell
4,862
-6,954
-59% -$442K 0.24% 35
2023
Q3 		$726K Sell
11,816
-148,680
-93% -$9.28M 0.48% 16
2023
Q2 		$9.96M Buy
+160,496
New +$9.23M 6.53% 9

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Bank of America
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Wells Fargo
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Cambridge Investment Research Advisors
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return