GER Loftin Wealth Advisors LLC’s Pacer Nasdaq International Patent Leaders ETF PATN Stock Holding History

GER Loftin Wealth Advisors LLC’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	$6.3M	Buy	+176,590	New	+$6.26M	2%	18

Other funds holding PATN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's PATN Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Pacer Nasdaq International Patent Leaders ETF (PATN) in Q3 2026: 176,590 shares worth $6.3M. The stake represents 2% of the portfolio and ranks #18 among its holdings.

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

GER Loftin Wealth Advisors LLC held 176,590 shares of Pacer Nasdaq International Patent Leaders ETF worth $6.3M as of Q3 2026.
Pacer Nasdaq International Patent Leaders ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Pacer Nasdaq International Patent Leaders ETF made up 2% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #18 holding.
51 funds tracked by Wall St. Rank held Pacer Nasdaq International Patent Leaders ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.