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Kiely Wealth Advisory Group’s Pacer Trendpilot European Index ETF PTEU Stock Holding History

Kiely Wealth Advisory Group’s Portfolio PTEU Stock Details PTEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$55.1K Hold
2,140
– – 0.04% 114
2024
Q3 		$54.4K Hold
2,140
– – 0.03% 117
2024
Q2 		$54.8K Hold
2,140
– – 0.03% 102
2024
Q1 		$56K Hold
2,140
– – 0.03% 97
2023
Q4 		$53.3K Buy
+2,140
New +$52.5K 0.03% 96

Other funds holding PTEU

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiely Wealth Advisory Group's PTEU Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Pacer Trendpilot European Index ETF (PTEU) position steady in Q4 2024 at 2,140 shares worth $55.1K. The position accounts for 0.04% of the portfolio, ranked #114.

Kiely Wealth Advisory Group first reported a position in PTEU in Q4 2023 and has held it in 5 quarters since. The position peaked at $56K in Q1 2024. 13 funds tracked by Wall St. Rank hold PTEU as of Q4 2024.

  • Kiely Wealth Advisory Group held 2,140 shares of Pacer Trendpilot European Index ETF worth $55.1K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Pacer Trendpilot European Index ETF share count unchanged in Q4 2024.
  • Pacer Trendpilot European Index ETF made up 0.04% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #114 holding.
  • Kiely Wealth Advisory Group first reported a position in Pacer Trendpilot European Index ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Pacer Trendpilot European Index ETF position peaked at $56K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Pacer Trendpilot European Index ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.