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 Q2	$336K	Buy	3,794 +62	+2%	+$5.16K	0.02%	247
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 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

NFP Retirement Inc's PTNQ Position: Q2 2026 in Review

NFP Retirement Inc increased its Pacer Trendpilot 100 ETF (PTNQ) stake by 1.7% in Q2 2026, buying an estimated $5.16K and bringing the position to 3,794 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #247.

NFP Retirement Inc first reported a position in PTNQ in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold PTNQ as of Q2 2026.

NFP Retirement Inc held 3,794 shares of Pacer Trendpilot 100 ETF worth $336K as of Q2 2026.
NFP Retirement Inc bought 62 Pacer Trendpilot 100 ETF shares in Q2 2026, an estimated $5.16K.
Pacer Trendpilot 100 ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #247 holding.
NFP Retirement Inc first reported a position in Pacer Trendpilot 100 ETF in Q4 2025 and has held it in 3 quarters since.
159 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.