CIA
PTIN icon

Concurrent Investment Advisors’s Pacer Trendpilot International ETF PTIN Stock Holding History

Concurrent Investment Advisors’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
2026
Q1 		$323K Hold
9,917
– – ﹤0.01% 1451
2025
Q4 		$312K Buy
9,917
+405
+4% +$12.7K ﹤0.01% 1375
2025
Q3 		$290K Sell
9,512
-245
-3% -$7.23K 0.01% 1173
2025
Q2 		$283K Hold
9,757
– – 0.01% 1087
2025
Q1 		$286K Sell
9,757
-466
-5% -$13.7K 0.01% 952
2024
Q4 		$284K Hold
10,223
– – 0.01% 850
2024
Q3 		$316K Hold
10,223
– – 0.01% 763
2024
Q2 		$296K Buy
+10,223
New +$295K 0.01% 741

Other funds holding PTIN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Concurrent Investment Advisors's PTIN Position: Q1 2026 in Review

Concurrent Investment Advisors held its Pacer Trendpilot International ETF (PTIN) position steady in Q1 2026 at 9,917 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Concurrent Investment Advisors first reported a position in PTIN in Q2 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold PTIN as of Q1 2026.

  • Concurrent Investment Advisors held 9,917 shares of Pacer Trendpilot International ETF worth $323K as of Q1 2026.
  • Concurrent Investment Advisors left its Pacer Trendpilot International ETF share count unchanged in Q1 2026.
  • Pacer Trendpilot International ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1451 holding.
  • Concurrent Investment Advisors first reported a position in Pacer Trendpilot International ETF in Q2 2024 and has held it in 8 quarters since.
  • 51 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.