IFG
PTNQ icon

Independent Financial Group’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Independent Financial Group’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
Q3 		$622K Buy
6,972
+1,577
+29% +$136K 0.01% 897
2026
Q2 		$478K Sell
5,395
-152
-3% -$12.7K 0.01% 1015
2026
Q1 		$405K Sell
5,547
-609
-10% -$47.3K 0.01% 1031
2025
Q4 		$484K Sell
6,156
-2
-0% -$158 0.01% 917
2025
Q3 		$477K Sell
6,158
-624
-9% -$46.1K 0.01% 877
2025
Q2 		$484K Buy
6,782
+488
+8% +$33.1K 0.01% 797
2025
Q1 		$447K Buy
6,294
+1,529
+32% +$113K 0.02% 753
2024
Q4 		$353K Buy
4,765
+1,683
+55% +$126K 0.01% 836
2024
Q3 		$226K Buy
+3,082
New +$221K 0.01% 998
2024
Q1 		– Sell
-6,309
Closed -$412K – 1049
2023
Q4 		$412K Buy
+6,309
New +$401K 0.02% 615
2022
Q2 		– Sell
-5,950
Closed -$311K – 794
2022
Q1 		$311K Hold
5,950
– – 0.03% 582
2021
Q4 		$351K Buy
5,950
+200
+3% +$11.6K 0.03% 537
2021
Q3 		$320K Sell
5,750
-100
-2% -$5.66K 0.03% 505
2021
Q2 		$324K Hold
5,850
– – 0.03% 510
2021
Q1 		$307K Buy
+5,850
New +$307K 0.04% 458

Other funds holding PTNQ

BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Independent Financial Group's PTNQ Position: Q3 2026 in Review

Independent Financial Group increased its Pacer Trendpilot 100 ETF (PTNQ) stake by 29% in Q3 2026, buying an estimated $136K and bringing the position to 6,972 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #897.

Independent Financial Group first reported a position in PTNQ in Q1 2021 and has held it in 15 quarters since. 17 funds tracked by Wall St. Rank hold PTNQ as of Q3 2026.

  • Independent Financial Group held 6,972 shares of Pacer Trendpilot 100 ETF worth $622K as of Q3 2026.
  • Independent Financial Group bought 1,577 Pacer Trendpilot 100 ETF shares in Q3 2026, an estimated $136K.
  • Pacer Trendpilot 100 ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #897 holding.
  • Independent Financial Group first reported a position in Pacer Trendpilot 100 ETF in Q1 2021 and has held it in 15 quarters since.
  • 17 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.