RIA
PTNQ icon

Realta Investment Advisors’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Realta Investment 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
2026
Q2 		– Sell
-750
Closed -$54.7K – 403
2026
Q1 		$54.7K Buy
+750
New +$58.3K 0.02% 251
2024
Q3 		– Sell
-1,452
Closed -$105K – 669
2024
Q2 		$105K Hold
1,452
– – 0.02% 465
2024
Q1 		$99.7K Buy
+1,452
New +$97.6K 0.02% 481
2023
Q4 		– Sell
-850
Closed -$52.8K – 704
2023
Q3 		$52.8K Hold
850
– – 0.01% 528
2023
Q2 		$52.8K Buy
+850
New +$48.9K 0.01% 559

Other funds holding PTNQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Realta Investment Advisors's PTNQ Position: Q2 2026 in Review

Realta Investment Advisors sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q2 2026, closing a stake of 750 shares — an estimated $54.7K sold.

Realta Investment Advisors first reported a position in PTNQ in Q2 2023 and held it in 5 quarters. The position peaked at $105K in Q2 2024. 34 funds tracked by Wall St. Rank hold PTNQ as of Q2 2026.

  • Realta Investment Advisors reported no remaining Pacer Trendpilot 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 750 Pacer Trendpilot 100 ETF shares in Q2 2026, an estimated $54.7K.
  • Realta Investment Advisors first reported a position in Pacer Trendpilot 100 ETF in Q2 2023 and held it in 5 quarters.
  • Realta Investment Advisors's Pacer Trendpilot 100 ETF position peaked at $105K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.