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Guardian Wealth Advisors (North Carolina)’s Pacer Trendpilot International ETF PTIN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2023
Q2 		– Sell
-903
Closed -$23.7K – 431
2023
Q1 		$23.7K Buy
+903
New +$23.4K ﹤0.01% 307

Other funds holding PTIN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PTIN Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Pacer Trendpilot International ETF (PTIN) in Q2 2023, closing a stake of 903 shares — an estimated $23.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PTIN in Q1 2023 and held it in 1 quarter. The position peaked at $23.7K in Q1 2023. 43 funds tracked by Wall St. Rank hold PTIN as of Q2 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Pacer Trendpilot International ETF position as of Q2 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 903 Pacer Trendpilot International ETF shares in Q2 2023, an estimated $23.7K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Pacer Trendpilot International ETF in Q1 2023 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Pacer Trendpilot International ETF position peaked at $23.7K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.