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Golden State Equity Partners’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Golden State Equity 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
2025
Q3 		– Sell
-8,308
Closed -$593K – 474
2025
Q2 		$593K Buy
+8,308
New +$564K 0.11% 224

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Bank of America
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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 $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Golden State Equity Partners's PTNQ Position: Q3 2025 in Review

Golden State Equity Partners sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q3 2025, closing a stake of 8,308 shares — an estimated $593K sold.

Golden State Equity Partners first reported a position in PTNQ in Q2 2025 and held it in 1 quarter. The position peaked at $593K in Q2 2025. 145 funds tracked by Wall St. Rank hold PTNQ as of Q3 2025.

  • Golden State Equity Partners reported no remaining Pacer Trendpilot 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Golden State Equity Partners sold 8,308 Pacer Trendpilot 100 ETF shares in Q3 2025, an estimated $593K.
  • Golden State Equity Partners first reported a position in Pacer Trendpilot 100 ETF in Q2 2025 and held it in 1 quarter.
  • Golden State Equity Partners's Pacer Trendpilot 100 ETF position peaked at $593K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2025.

Based on Golden State Equity Partners's 13F filing for Q3 2025, filed 21 Oct 2025.