Regatta Research & Money Management’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Regatta Research & Money 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
2026 Q2	$870K	Buy	+9,883	New	+$823K	0.82%	27

Other funds holding PTNQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

MWM

MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Regatta Research & Money Management's PTNQ Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Pacer Trendpilot 100 ETF (PTNQ) in Q2 2026: 9,883 shares worth $870K. The stake represents 0.82% of the portfolio and ranks #27 among its holdings.

116 funds tracked by Wall St. Rank hold PTNQ as of Q2 2026.

Regatta Research & Money Management held 9,883 shares of Pacer Trendpilot 100 ETF worth $870K as of Q2 2026.
Pacer Trendpilot 100 ETF was a new Regatta Research & Money Management position in Q2 2026.
Pacer Trendpilot 100 ETF made up 0.82% of Regatta Research & Money Management's portfolio in Q2 2026, its #27 holding.
116 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.