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NFP Retirement Inc’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

NFP Retirement Inc’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
Q1 		$272K Sell
3,732
-425
-10% -$33K 0.02% 263
2025
Q4 		$327K Buy
+4,157
New +$329K 0.02% 242

Other funds holding PTNQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

NFP Retirement Inc's PTNQ Position: Q1 2026 in Review

NFP Retirement Inc reduced its Pacer Trendpilot 100 ETF (PTNQ) stake by 10% in Q1 2026, selling an estimated $33K and leaving 3,732 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #263.

NFP Retirement Inc first reported a position in PTNQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $327K in Q4 2025. 159 funds tracked by Wall St. Rank hold PTNQ as of Q1 2026.

  • NFP Retirement Inc held 3,732 shares of Pacer Trendpilot 100 ETF worth $272K as of Q1 2026.
  • NFP Retirement Inc sold 425 Pacer Trendpilot 100 ETF shares in Q1 2026, an estimated $33K.
  • Pacer Trendpilot 100 ETF made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #263 holding.
  • NFP Retirement Inc first reported a position in Pacer Trendpilot 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • NFP Retirement Inc's Pacer Trendpilot 100 ETF position peaked at $327K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.