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CFS Investment Advisory Services’s Pacer Trendpilot International ETF PTIN Stock Holding History

CFS Investment Advisory Services’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
2022
Q4 		– Sell
-18,381
Closed -$1K – 226
2022
Q3 		$1K Buy
+18,381
New +$449K ﹤0.01% 206
2022
Q2 		– Sell
-19,420
Closed -$1K – 454
2022
Q1 		$1K Buy
+19,420
New +$527K ﹤0.01% 379

Other funds holding PTIN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

CFS Investment Advisory Services's PTIN Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Pacer Trendpilot International ETF (PTIN) in Q4 2022, closing a stake of 18,381 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in PTIN in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 47 funds tracked by Wall St. Rank hold PTIN as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Pacer Trendpilot International ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 18,381 Pacer Trendpilot International ETF shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in Pacer Trendpilot International ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Pacer Trendpilot International ETF position peaked at $1K in Q3 2022.
  • 47 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.