Larson Financial Group
PTNQ icon

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

Larson 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 		$89.1K Hold
999
– – ﹤0.01% 1294
2026
Q2 		$88.6K Sell
999
-25
-2% -$2.08K ﹤0.01% 1241
2026
Q1 		$74.7K Buy
+1,024
New +$79.6K ﹤0.01% 1134

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MY Wealth Management
MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

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

Larson Financial Group held its Pacer Trendpilot 100 ETF (PTNQ) position steady in Q3 2026 at 999 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Larson Financial Group first reported a position in PTNQ in Q1 2026 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold PTNQ as of Q3 2026.

  • Larson Financial Group held 999 shares of Pacer Trendpilot 100 ETF worth $89.1K as of Q3 2026.
  • Larson Financial Group left its Pacer Trendpilot 100 ETF share count unchanged in Q3 2026.
  • Pacer Trendpilot 100 ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1294 holding.
  • Larson Financial Group first reported a position in Pacer Trendpilot 100 ETF in Q1 2026 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.