Hershey Financial Advisers’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Hershey Financial Advisers’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
2024 Q2	$7.22K	Buy	+100	New	+$6.93K	0.01%	103

Other funds holding PTNQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hershey Financial Advisers's PTNQ Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Pacer Trendpilot 100 ETF (PTNQ) in Q2 2024: 100 shares worth $7.22K. The stake represents 0.01% of the portfolio and ranks #103 among its holdings.

137 funds tracked by Wall St. Rank hold PTNQ as of Q2 2024.

Hershey Financial Advisers held 100 shares of Pacer Trendpilot 100 ETF worth $7.22K as of Q2 2024.
Pacer Trendpilot 100 ETF was a new Hershey Financial Advisers position in Q2 2024.
Pacer Trendpilot 100 ETF made up 0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #103 holding.
137 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.