Householder Group Estate & Retirement Specialist’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q3	–	Sell	-1,200	Closed	-$86K	–	1290
2024 Q2	$86K	Hold	1,200	–	–	0.02%	377
2024 Q1	$82.4K	Hold	1,200	–	–	0.02%	384
2023 Q4	$78K	Hold	1,200	–	–	0.03%	381
2023 Q3	$73.7K	Buy	+1,200	New	+$74.9K	0.03%	378
2023 Q1	$105K	Buy	+1,909	New	+$97.9K	0.04%	297
2022 Q4	–	Sell	-1,905	Closed	-$93K	–	904
2022 Q3	$93K	Buy	+1,905	New	+$99.5K	0.04%	287

Other funds holding PTNQ

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

Householder Group Estate & Retirement Specialist's PTNQ Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q3 2024, closing a stake of 1,200 shares — an estimated $86K sold.

Householder Group Estate & Retirement Specialist first reported a position in PTNQ in Q3 2022 and held it in 6 quarters. The position peaked at $105K in Q1 2023. 132 funds tracked by Wall St. Rank hold PTNQ as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining Pacer Trendpilot 100 ETF position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,200 Pacer Trendpilot 100 ETF shares in Q3 2024, an estimated $86K.
Householder Group Estate & Retirement Specialist first reported a position in Pacer Trendpilot 100 ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Pacer Trendpilot 100 ETF position peaked at $105K in Q1 2023.
132 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.