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Lebenthal Global Advisors’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-405
Closed -$21K – 443
2020
Q4 		$21K Buy
+405
New +$20.3K 0.01% 367

Other funds holding PTNQ

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lebenthal Global Advisors's PTNQ Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q1 2021, closing a stake of 405 shares — an estimated $21K sold.

Lebenthal Global Advisors first reported a position in PTNQ in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 76 funds tracked by Wall St. Rank hold PTNQ as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Pacer Trendpilot 100 ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 405 Pacer Trendpilot 100 ETF shares in Q1 2021, an estimated $21K.
  • Lebenthal Global Advisors first reported a position in Pacer Trendpilot 100 ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Pacer Trendpilot 100 ETF position peaked at $21K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.