CIBC Private Wealth Group’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

CIBC Private Wealth Group’s Portfolio PTNQ Stock Details PTNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$61.1K	Hold	777	–	–	﹤0.01%	1705
2025 Q3	$60.2K	Hold	777	–	–	﹤0.01%	1711
2025 Q2	$55.5K	Sell	777 -223	-22%	-$15.1K	﹤0.01%	1623
2025 Q1	$67.2K	Hold	1,000	–	–	﹤0.01%	1521
2024 Q4	$74.4K	Hold	1,000	–	–	﹤0.01%	1523
2024 Q3	$73.3K	Hold	1,000	–	–	﹤0.01%	1628
2024 Q2	$73.6K	Hold	1,000	–	–	﹤0.01%	1514
2024 Q1	$68.8K	Buy	+1,000	New	+$67.2K	﹤0.01%	1536

Other funds holding PTNQ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's PTNQ Position: Q4 2025 in Review

CIBC Private Wealth Group held its Pacer Trendpilot 100 ETF (PTNQ) position steady in Q4 2025 at 777 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

CIBC Private Wealth Group first reported a position in PTNQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $74.4K in Q4 2024. 159 funds tracked by Wall St. Rank hold PTNQ as of Q4 2025.

CIBC Private Wealth Group held 777 shares of Pacer Trendpilot 100 ETF worth $61.1K as of Q4 2025.
CIBC Private Wealth Group left its Pacer Trendpilot 100 ETF share count unchanged in Q4 2025.
Pacer Trendpilot 100 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1705 holding.
CIBC Private Wealth Group first reported a position in Pacer Trendpilot 100 ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Pacer Trendpilot 100 ETF position peaked at $74.4K in Q4 2024.
159 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.