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NEXT Financial Holdings’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$17K Buy
+500
New +$16.5K ﹤0.01% 1002

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

NEXT Financial Holdings's PTNQ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Pacer Trendpilot 100 ETF (PTNQ) in Q1 2019: 500 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings.

50 funds tracked by Wall St. Rank hold PTNQ as of Q1 2019.

  • NEXT Financial Holdings held 500 shares of Pacer Trendpilot 100 ETF worth $17K as of Q1 2019.
  • Pacer Trendpilot 100 ETF was a new NEXT Financial Holdings position in Q1 2019.
  • Pacer Trendpilot 100 ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1002 holding.
  • 50 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.