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Napa Wealth Management’s Pacer Trendpilot International ETF PTIN Stock Holding History

Napa Wealth Management’s Portfolio PTIN Stock Details PTIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.52M Buy
82,646
+14,249
+21% +$421K 1.18% 23
2025
Q2 		$1.98M Buy
+68,397
New +$1.91M 0.95% 34

Other funds holding PTIN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Napa Wealth Management's PTIN Position: Q3 2025 in Review

Napa Wealth Management increased its Pacer Trendpilot International ETF (PTIN) stake by 21% in Q3 2025, buying an estimated $421K and bringing the position to 82,646 shares worth $2.52M. The position accounts for 1.18% of the portfolio, ranked #23.

Napa Wealth Management first reported a position in PTIN in Q2 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold PTIN as of Q3 2025.

  • Napa Wealth Management held 82,646 shares of Pacer Trendpilot International ETF worth $2.52M as of Q3 2025.
  • Napa Wealth Management bought 14,249 Pacer Trendpilot International ETF shares in Q3 2025, an estimated $421K.
  • Pacer Trendpilot International ETF made up 1.18% of Napa Wealth Management's portfolio in Q3 2025, its #23 holding.
  • Napa Wealth Management first reported a position in Pacer Trendpilot International ETF in Q2 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.