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PKS Advisory Services’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

PKS Advisory Services’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
2025
Q3 		– Sell
-12,162
Closed -$868K – 269
2025
Q2 		$868K Buy
12,162
+362
+3% +$24.6K 0.21% 97
2025
Q1 		$838K Sell
11,800
-6,996
-37% -$518K 0.23% 91
2024
Q4 		$1.39M Buy
+18,796
New +$1.41M 0.35% 48

Other funds holding PTNQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

PKS Advisory Services's PTNQ Position: Q3 2025 in Review

PKS Advisory Services sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q3 2025, closing a stake of 12,162 shares — an estimated $868K sold.

PKS Advisory Services first reported a position in PTNQ in Q4 2024 and held it in 3 quarters. The position peaked at $1.39M in Q4 2024. 145 funds tracked by Wall St. Rank hold PTNQ as of Q3 2025.

  • PKS Advisory Services reported no remaining Pacer Trendpilot 100 ETF position as of Q3 2025 after selling out during the quarter.
  • PKS Advisory Services sold 12,162 Pacer Trendpilot 100 ETF shares in Q3 2025, an estimated $868K.
  • PKS Advisory Services first reported a position in Pacer Trendpilot 100 ETF in Q4 2024 and held it in 3 quarters.
  • PKS Advisory Services's Pacer Trendpilot 100 ETF position peaked at $1.39M in Q4 2024.
  • 145 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2025.

Based on PKS Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.