Kovitz Investment Group Partners
PTNQ icon

Kovitz Investment Group Partners’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-3,927
Closed -$304K – 1108
2025
Q3 		$304K Hold
3,927
– – ﹤0.01% 1197
2025
Q2 		$280K Hold
3,927
– – ﹤0.01% 1166
2025
Q1 		$279K Hold
3,927
– – ﹤0.01% 1076
2024
Q4 		$291K Buy
+3,927
New +$294K ﹤0.01% 1050

Other funds holding PTNQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovitz Investment Group Partners's PTNQ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q4 2025, closing a stake of 3,927 shares — an estimated $304K sold.

Kovitz Investment Group Partners first reported a position in PTNQ in Q4 2024 and held it in 4 quarters. The position peaked at $304K in Q3 2025. 159 funds tracked by Wall St. Rank hold PTNQ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Pacer Trendpilot 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,927 Pacer Trendpilot 100 ETF shares in Q4 2025, an estimated $304K.
  • Kovitz Investment Group Partners first reported a position in Pacer Trendpilot 100 ETF in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Pacer Trendpilot 100 ETF position peaked at $304K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.