Hegarty Advisors’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Hegarty 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	$242K	Buy	+2,732	New	+$227K	0.17%	58
2026 Q1	–	Sell	-2,732	Closed	-$215K	–	60
2025 Q4	$215K	Buy	+2,732	New	+$216K	0.19%	52

Other funds holding PTNQ

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

MWM

MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 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 22.96% 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

Hegarty Advisors's PTNQ Position: Q2 2026 in Review

Hegarty Advisors opened a new position in Pacer Trendpilot 100 ETF (PTNQ) in Q2 2026: 2,732 shares worth $242K. The stake represents 0.17% of the portfolio and ranks #58 among its holdings. This is a return to the name: Hegarty Advisors previously reported a position in PTNQ as recently as Q4 2025.

Hegarty Advisors first reported a position in PTNQ in Q4 2025 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold PTNQ as of Q2 2026.

Hegarty Advisors held 2,732 shares of Pacer Trendpilot 100 ETF worth $242K as of Q2 2026.
Pacer Trendpilot 100 ETF was a new Hegarty Advisors position in Q2 2026.
Pacer Trendpilot 100 ETF made up 0.17% of Hegarty Advisors's portfolio in Q2 2026, its #58 holding.
Hegarty Advisors first reported a position in Pacer Trendpilot 100 ETF in Q4 2025 and has held it in 2 quarters since.
91 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.