Concurrent Investment Advisors
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
Q2 		$314K Sell
8,570
-1,347
-14% -$47.9K ﹤0.01% 1665
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Concurrent Investment Advisors's PTIN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Pacer Trendpilot International ETF (PTIN) stake by 14% in Q2 2026, selling an estimated $47.9K and leaving 8,570 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Concurrent Investment Advisors first reported a position in PTIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $323K in Q1 2026. 53 funds tracked by Wall St. Rank hold PTIN as of Q2 2026.

  • Concurrent Investment Advisors held 8,570 shares of Pacer Trendpilot International ETF worth $314K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,347 Pacer Trendpilot International ETF shares in Q2 2026, an estimated $47.9K.
  • Pacer Trendpilot International ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1665 holding.
  • Concurrent Investment Advisors first reported a position in Pacer Trendpilot International ETF in Q2 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Pacer Trendpilot International ETF position peaked at $323K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.