Arkadios Wealth Advisors’s Pacer Trendpilot International ETF PTIN Stock Holding History

Arkadios Wealth Advisors’s Portfolio PTIN Stock Details PTIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,387	Closed	-$39K	–	1467
2021 Q3	$39K	Hold	1,387	–	–	0.01%	964
2021 Q2	$40K	Hold	1,387	–	–	﹤0.01%	1000
2021 Q1	$38K	Sell	1,387 -26,447	-95%	-$723K	0.01%	774
2020 Q4	$735K	Buy	+27,834	New	+$683K	0.15%	146

Other funds holding PTIN

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's PTIN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Pacer Trendpilot International ETF (PTIN) in Q4 2021, closing a stake of 1,387 shares — an estimated $39K sold.

Arkadios Wealth Advisors first reported a position in PTIN in Q4 2020 and held it in 4 quarters. The position peaked at $735K in Q4 2020. 38 funds tracked by Wall St. Rank hold PTIN as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Pacer Trendpilot International ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,387 Pacer Trendpilot International ETF shares in Q4 2021, an estimated $39K.
Arkadios Wealth Advisors first reported a position in Pacer Trendpilot International ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Pacer Trendpilot International ETF position peaked at $735K in Q4 2020.
38 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.