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Financial Gravity Asset Management’s Pacer Trendpilot International ETF PTIN Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-234
Closed -$6.81K – 2190
2024
Q1 		$6.81K Buy
+234
New +$6.53K ﹤0.01% 803
2023
Q3 		– Sell
-27
Closed -$8.13K – 1646
2023
Q2 		$8.13K Buy
+27
New +$728 0.02% 393
2023
Q1 		– Sell
-24
Closed -$7.45K – 1534
2022
Q4 		$7.45K Buy
+24
New +$589 0.04% 337

Other funds holding PTIN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Pacer Advisors
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
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Financial Gravity Asset Management's PTIN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Pacer Trendpilot International ETF (PTIN) in Q2 2024, closing a stake of 234 shares — an estimated $6.81K sold.

Financial Gravity Asset Management first reported a position in PTIN in Q4 2022 and held it in 3 quarters. The position peaked at $8.13K in Q2 2023. 50 funds tracked by Wall St. Rank hold PTIN as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Pacer Trendpilot International ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 234 Pacer Trendpilot International ETF shares in Q2 2024, an estimated $6.81K.
  • Financial Gravity Asset Management first reported a position in Pacer Trendpilot International ETF in Q4 2022 and held it in 3 quarters.
  • Financial Gravity Asset Management's Pacer Trendpilot International ETF position peaked at $8.13K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.