CWP
PTNQ icon

Cyndeo Wealth Partners’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Cyndeo Wealth Partners’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
2026
Q1 		– Sell
-3,409
Closed -$268K – 514
2025
Q4 		$268K Hold
3,409
– – 0.01% 417
2025
Q3 		$264K Sell
3,409
-150
-4% -$11.1K 0.01% 414
2025
Q2 		$254K Buy
+3,559
New +$242K 0.02% 417

Other funds holding PTNQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
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

Cyndeo Wealth Partners's PTNQ Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q1 2026, closing a stake of 3,409 shares — an estimated $268K sold.

Cyndeo Wealth Partners first reported a position in PTNQ in Q2 2025 and held it in 3 quarters. The position peaked at $268K in Q4 2025. 159 funds tracked by Wall St. Rank hold PTNQ as of Q1 2026.

  • Cyndeo Wealth Partners reported no remaining Pacer Trendpilot 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 3,409 Pacer Trendpilot 100 ETF shares in Q1 2026, an estimated $268K.
  • Cyndeo Wealth Partners first reported a position in Pacer Trendpilot 100 ETF in Q2 2025 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Pacer Trendpilot 100 ETF position peaked at $268K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.