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Cornerstone Wealth Management’s Pacer Nasdaq International Patent Leaders ETF PATN Stock Holding History

Cornerstone Wealth Management’s Portfolio PATN Stock Details PATN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$505K Buy
+14,162
New +$502K 0.02% 485

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Sunrise Financial Services
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Capital Investment Advisory Services
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CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Southern Capital Services
Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Cornerstone Wealth Management's PATN Position: Q3 2026 in Review

Cornerstone Wealth Management opened a new position in Pacer Nasdaq International Patent Leaders ETF (PATN) in Q3 2026: 14,162 shares worth $505K. The stake represents 0.02% of the portfolio and ranks #485 among its holdings.

45 funds tracked by Wall St. Rank hold PATN as of Q3 2026.

  • Cornerstone Wealth Management held 14,162 shares of Pacer Nasdaq International Patent Leaders ETF worth $505K as of Q3 2026.
  • Pacer Nasdaq International Patent Leaders ETF was a new Cornerstone Wealth Management position in Q3 2026.
  • Pacer Nasdaq International Patent Leaders ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #485 holding.
  • 45 funds tracked by Wall St. Rank held Pacer Nasdaq International Patent Leaders ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.