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Belpointe Asset Management’s Pacer Trendpilot International ETF PTIN Stock Holding History

Belpointe Asset Management’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
2024
Q4 		– Sell
-929
Closed -$28.7K – 930
2024
Q3 		$28.7K Buy
929
+271
+41% +$8.06K ﹤0.01% 863
2024
Q2 		$19K Buy
+658
New +$19K ﹤0.01% 783
2023
Q2 		– Sell
-3,386
Closed -$88.9K – 2659
2023
Q1 		$88.9K Buy
3,386
+178
+6% +$4.61K ﹤0.01% 1378
2022
Q4 		$77.8K Buy
+3,208
New +$78.7K ﹤0.01% 1375

Other funds holding PTIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Belpointe Asset Management's PTIN Position: Q4 2024 in Review

Belpointe Asset Management sold out of Pacer Trendpilot International ETF (PTIN) in Q4 2024, closing a stake of 929 shares — an estimated $28.7K sold.

Belpointe Asset Management first reported a position in PTIN in Q4 2022 and held it in 4 quarters. The position peaked at $88.9K in Q1 2023. 51 funds tracked by Wall St. Rank hold PTIN as of Q4 2024.

  • Belpointe Asset Management reported no remaining Pacer Trendpilot International ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 929 Pacer Trendpilot International ETF shares in Q4 2024, an estimated $28.7K.
  • Belpointe Asset Management first reported a position in Pacer Trendpilot International ETF in Q4 2022 and held it in 4 quarters.
  • Belpointe Asset Management's Pacer Trendpilot International ETF position peaked at $88.9K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.