Atria Wealth Solutions’s Pacer Trendpilot European Index ETF PTEU Stock Holding History

Atria Wealth Solutions’s Portfolio PTEU Stock Details PTEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,097	Closed	-$243K	–	2036
2024 Q1	$243K	Sell	9,097 -1,835	-17%	-$46.4K	﹤0.01%	1699
2023 Q4	$273K	Sell	10,932 -4,580	-30%	-$112K	﹤0.01%	1563
2023 Q3	$384K	Sell	15,512 -280	-2%	-$7.37K	0.01%	1269
2023 Q2	$424K	Sell	15,792 -1,004	-6%	-$26.4K	0.01%	1235
2023 Q1	$435K	Hold	16,796	–	–	0.01%	1206
2022 Q4	$382K	Hold	16,796	–	–	0.01%	1225
2022 Q3	$378K	Hold	16,796	–	–	0.01%	1173
2022 Q2	$375K	Sell	16,796 -179	-1%	-$4.01K	0.01%	1104
2022 Q1	$381K	Buy	+16,975	New	+$397K	0.01%	1202

Other funds holding PTEU

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's PTEU Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Pacer Trendpilot European Index ETF (PTEU) in Q2 2024, closing a stake of 9,097 shares — an estimated $243K sold.

Atria Wealth Solutions first reported a position in PTEU in Q1 2022 and held it in 9 quarters. The position peaked at $435K in Q1 2023. 17 funds tracked by Wall St. Rank hold PTEU as of Q2 2024.

Atria Wealth Solutions reported no remaining Pacer Trendpilot European Index ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 9,097 Pacer Trendpilot European Index ETF shares in Q2 2024, an estimated $243K.
Atria Wealth Solutions first reported a position in Pacer Trendpilot European Index ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Pacer Trendpilot European Index ETF position peaked at $435K in Q1 2023.
17 funds tracked by Wall St. Rank held Pacer Trendpilot European Index ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.