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

Regal 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
2022
Q3 		– Sell
-6,493
Closed -$326K – 522
2022
Q2 		$326K Sell
6,493
-2,362
-27% -$122K 0.03% 360
2022
Q1 		$462K Buy
+8,855
New +$485K 0.04% 324

Other funds holding PTNQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Regal Investment Advisors's PTNQ Position: Q3 2022 in Review

Regal Investment Advisors sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q3 2022, closing a stake of 6,493 shares — an estimated $326K sold.

Regal Investment Advisors first reported a position in PTNQ in Q1 2022 and held it in 2 quarters. The position peaked at $462K in Q1 2022. 81 funds tracked by Wall St. Rank hold PTNQ as of Q3 2022.

  • Regal Investment Advisors reported no remaining Pacer Trendpilot 100 ETF position as of Q3 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 6,493 Pacer Trendpilot 100 ETF shares in Q3 2022, an estimated $326K.
  • Regal Investment Advisors first reported a position in Pacer Trendpilot 100 ETF in Q1 2022 and held it in 2 quarters.
  • Regal Investment Advisors's Pacer Trendpilot 100 ETF position peaked at $462K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.