Mowery & Schoenfeld Wealth Management’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Mowery & Schoenfeld 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
2026 Q2	$53.2K	Buy	+600	New	+$49.9K	0.07%	130

Other funds holding PTNQ

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWM

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

Mowery & Schoenfeld Wealth Management's PTNQ Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in Pacer Trendpilot 100 ETF (PTNQ) in Q2 2026: 600 shares worth $53.2K. The stake represents 0.07% of the portfolio and ranks #130 among its holdings.

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

Mowery & Schoenfeld Wealth Management held 600 shares of Pacer Trendpilot 100 ETF worth $53.2K as of Q2 2026.
Pacer Trendpilot 100 ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
Pacer Trendpilot 100 ETF made up 0.07% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #130 holding.
158 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.