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Plante Moran Financial Advisors’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Plante Moran Financial Advisors’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
2024
Q1 		– Sell
-43
Closed -$2.81K – 915
2023
Q4 		$2.81K Buy
+43
New +$2.73K ﹤0.01% 695

Other funds holding PTNQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plante Moran Financial Advisors's PTNQ Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q1 2024, closing a stake of 43 shares — an estimated $2.81K sold.

Plante Moran Financial Advisors first reported a position in PTNQ in Q4 2023 and held it in 1 quarter. The position peaked at $2.81K in Q4 2023. 132 funds tracked by Wall St. Rank hold PTNQ as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining Pacer Trendpilot 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 43 Pacer Trendpilot 100 ETF shares in Q1 2024, an estimated $2.81K.
  • Plante Moran Financial Advisors first reported a position in Pacer Trendpilot 100 ETF in Q4 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Pacer Trendpilot 100 ETF position peaked at $2.81K in Q4 2023.
  • 132 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.