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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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. 50 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.
50 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.