Creative Planning’s Pacer Trendpilot International ETF PTIN Stock Holding History

Creative Planning’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	-35,452	Closed	-$865K	–	2583
2022 Q3	$865K	Sell	35,452 -23,445	-40%	-$572K	﹤0.01%	1026
2022 Q2	$1.44M	Sell	58,897 -43,593	-43%	-$1.07M	﹤0.01%	824
2022 Q1	$2.64M	Sell	102,490 -43,497	-30%	-$1.18M	﹤0.01%	637
2021 Q4	$4.23M	Sell	145,987 -15,722	-10%	-$460K	0.01%	463
2021 Q3	$4.61M	Sell	161,709 -227,056	-58%	-$6.65M	0.01%	435
2021 Q2	$11.3M	Buy	+388,765	New	+$11.2M	0.02%	249

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 Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Creative Planning's PTIN Position: Q4 2022 in Review

Creative Planning sold out of Pacer Trendpilot International ETF (PTIN) in Q4 2022, closing a stake of 35,452 shares — an estimated $865K sold.

Creative Planning first reported a position in PTIN in Q2 2021 and held it in 6 quarters. The position peaked at $11.3M in Q2 2021. 47 funds tracked by Wall St. Rank hold PTIN as of Q4 2022.

Creative Planning reported no remaining Pacer Trendpilot International ETF position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 35,452 Pacer Trendpilot International ETF shares in Q4 2022, an estimated $865K.
Creative Planning first reported a position in Pacer Trendpilot International ETF in Q2 2021 and held it in 6 quarters.
Creative Planning's Pacer Trendpilot International ETF position peaked at $11.3M in Q2 2021.
47 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.