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Liberty Wealth Management’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Liberty Wealth Management’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
2020
Q2 		– Sell
-3,113
Closed -$108K – 956
2020
Q1 		$108K Hold
3,113
– – 0.09% 132
2019
Q4 		$126K Buy
+3,113
New +$119K 0.1% 135

Other funds holding PTNQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Liberty Wealth Management's PTNQ Position: Q2 2020 in Review

Liberty Wealth Management sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q2 2020, closing a stake of 3,113 shares — an estimated $108K sold.

Liberty Wealth Management first reported a position in PTNQ in Q4 2019 and held it in 2 quarters. The position peaked at $126K in Q4 2019. 73 funds tracked by Wall St. Rank hold PTNQ as of Q2 2020.

  • Liberty Wealth Management reported no remaining Pacer Trendpilot 100 ETF position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 3,113 Pacer Trendpilot 100 ETF shares in Q2 2020, an estimated $108K.
  • Liberty Wealth Management first reported a position in Pacer Trendpilot 100 ETF in Q4 2019 and held it in 2 quarters.
  • Liberty Wealth Management's Pacer Trendpilot 100 ETF position peaked at $126K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.