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Patriot Financial Group Insurance Agency’s Pacer Trendpilot European Index ETF PTEU Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PTEU Stock Details PTEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$2K – 1561
2022
Q2 		$2K Hold
100
– – ﹤0.01% 1799
2022
Q1 		$2K Hold
100
– – ﹤0.01% 1873
2021
Q4 		$2K Hold
100
– – ﹤0.01% 1961
2021
Q3 		$2K Hold
100
– – ﹤0.01% 1964
2021
Q2 		$2K Hold
100
– – ﹤0.01% 1902
2021
Q1 		$2K Hold
100
– – ﹤0.01% 1805
2020
Q4 		$2K Buy
+100
New +$2.16K ﹤0.01% 1661
2020
Q2 		– Sell
-2,999
Closed -$71K – 1802
2020
Q1 		$71K Buy
2,999
+2,184
+268% +$56.8K 0.03% 382
2019
Q4 		$22K Sell
815
-235
-22% -$6.41K 0.01% 659
2019
Q3 		$28K Sell
1,050
-250
-19% -$6.52K 0.01% 560
2019
Q2 		$35K Hold
1,300
– – 0.02% 501
2019
Q1 		$33K Hold
1,300
– – 0.02% 451
2018
Q4 		$33K Sell
1,300
-1,200
-48% -$30.6K 0.02% 386
2018
Q3 		$66K Sell
2,500
-400
-14% -$11.1K 0.04% 263
2018
Q2 		$81K Sell
2,900
-650
-18% -$19.1K 0.09% 138
2018
Q1 		$107K Buy
3,550
+3,300
+1,320% +$103K 0.08% 200
2017
Q4 		$8K Buy
+250
New +$7.67K 0.01% 627

Other funds holding PTEU

LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PTEU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Pacer Trendpilot European Index ETF (PTEU) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in PTEU in Q4 2017 and held it in 17 quarters. The position peaked at $107K in Q1 2018. 16 funds tracked by Wall St. Rank hold PTEU as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Pacer Trendpilot European Index ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Pacer Trendpilot European Index ETF shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Pacer Trendpilot European Index ETF in Q4 2017 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's Pacer Trendpilot European Index ETF position peaked at $107K in Q1 2018.
  • 16 funds tracked by Wall St. Rank held Pacer Trendpilot European Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.