EverSource Wealth Advisors’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

EverSource Wealth Advisors’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 Q2	$149K	Hold	1,681	–	–	0.01%	1174
2026 Q1	$123K	Buy	1,681 +9	+0.5%	+$700	﹤0.01%	1311
2025 Q4	$132K	Hold	1,672	–	–	﹤0.01%	1170
2025 Q3	$130K	Hold	1,672	–	–	0.01%	1135
2025 Q2	$119K	Hold	1,672	–	–	0.01%	1101
2025 Q1	$119K	Buy	1,672 +18	+1%	+$1.33K	0.01%	850
2024 Q4	$122K	Hold	1,654	–	–	0.01%	845
2024 Q3	$121K	Hold	1,654	–	–	0.01%	731
2024 Q2	$118K	Hold	1,654	–	–	0.01%	730
2024 Q1	$111K	Buy	1,654 +14	+0.9%	+$941	0.01%	674
2023 Q4	$107K	Buy	+1,640	New	+$104K	0.01%	612

Other funds holding PTNQ

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BMCM

Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return

EverSource Wealth Advisors's PTNQ Position: Q2 2026 in Review

EverSource Wealth Advisors held its Pacer Trendpilot 100 ETF (PTNQ) position steady in Q2 2026 at 1,681 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #1174.

EverSource Wealth Advisors first reported a position in PTNQ in Q4 2023 and has held it in 11 quarters since. 69 funds tracked by Wall St. Rank hold PTNQ as of Q2 2026.

EverSource Wealth Advisors held 1,681 shares of Pacer Trendpilot 100 ETF worth $149K as of Q2 2026.
EverSource Wealth Advisors left its Pacer Trendpilot 100 ETF share count unchanged in Q2 2026.
Pacer Trendpilot 100 ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1174 holding.
EverSource Wealth Advisors first reported a position in Pacer Trendpilot 100 ETF in Q4 2023 and has held it in 11 quarters since.
69 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.