KWAG
PTNQ icon

Kiely Wealth Advisory Group’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		– Sell
-921
Closed -$69.5K – 316
2024
Q3 		$69.5K Hold
921
– – 0.04% 107
2024
Q2 		$63.9K Hold
921
– – 0.04% 97
2024
Q1 		$62.5K Hold
921
– – 0.04% 93
2023
Q4 		$61.6K Buy
+921
New +$58.5K 0.04% 89

Other funds holding PTNQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

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

Kiely Wealth Advisory Group sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q4 2024, closing a stake of 921 shares — an estimated $69.5K sold.

Kiely Wealth Advisory Group first reported a position in PTNQ in Q4 2023 and held it in 4 quarters. The position peaked at $69.5K in Q3 2024. 149 funds tracked by Wall St. Rank hold PTNQ as of Q4 2024.

  • Kiely Wealth Advisory Group reported no remaining Pacer Trendpilot 100 ETF position as of Q4 2024 after selling out during the quarter.
  • Kiely Wealth Advisory Group sold 921 Pacer Trendpilot 100 ETF shares in Q4 2024, an estimated $69.5K.
  • Kiely Wealth Advisory Group first reported a position in Pacer Trendpilot 100 ETF in Q4 2023 and held it in 4 quarters.
  • Kiely Wealth Advisory Group's Pacer Trendpilot 100 ETF position peaked at $69.5K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q4 2024.

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