Financial Advocates Investment Management’s Pacer Trendpilot International ETF PTIN Stock Holding History

Financial Advocates Investment Management’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
2024 Q3	–	Sell	-13,112	Closed	-$379K	–	803
2024 Q2	$379K	Buy	13,112 +142	+1%	+$4.09K	0.02%	511
2024 Q1	$377K	Buy	+12,970	New	+$362K	0.02%	524
2023 Q1	–	Sell	-9,891	Closed	-$249K	–	805
2022 Q4	$249K	Buy	+9,891	New	+$243K	0.02%	607
2022 Q3	–	Sell	-8,387	Closed	-$205K	–	811
2022 Q2	$205K	Buy	+8,387	New	+$206K	0.02%	619

Other funds holding PTIN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

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

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Financial Advocates Investment Management's PTIN Position: Q3 2024 in Review

Financial Advocates Investment Management sold out of Pacer Trendpilot International ETF (PTIN) in Q3 2024, closing a stake of 13,112 shares — an estimated $379K sold.

Financial Advocates Investment Management first reported a position in PTIN in Q2 2022 and held it in 4 quarters. The position peaked at $379K in Q2 2024. 47 funds tracked by Wall St. Rank hold PTIN as of Q3 2024.

Financial Advocates Investment Management reported no remaining Pacer Trendpilot International ETF position as of Q3 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 13,112 Pacer Trendpilot International ETF shares in Q3 2024, an estimated $379K.
Financial Advocates Investment Management first reported a position in Pacer Trendpilot International ETF in Q2 2022 and held it in 4 quarters.
Financial Advocates Investment Management's Pacer Trendpilot International ETF position peaked at $379K in Q2 2024.
47 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q3 2024.

Based on Financial Advocates Investment Management's 13F filing for Q3 2024, filed 25 Oct 2024.