Root Financial Partners
PTNQ icon

Root Financial Partners’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Root Financial Partners’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
Q3 		$70.9K Buy
+795
New +$68.5K ﹤0.01% 907
2026
Q2 		– Sell
-1,025
Closed -$74.8K – 2486
2026
Q1 		$74.8K Sell
1,025
-96
-9% -$7.46K ﹤0.01% 698
2025
Q4 		$88.2K Buy
+1,121
New +$88.8K ﹤0.01% 513

Other funds holding PTNQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MY Wealth Management
MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return

Root Financial Partners's PTNQ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pacer Trendpilot 100 ETF (PTNQ) in Q3 2026: 795 shares worth $70.9K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PTNQ as recently as Q1 2026.

Root Financial Partners first reported a position in PTNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $88.2K in Q4 2025. 63 funds tracked by Wall St. Rank hold PTNQ as of Q3 2026.

  • Root Financial Partners held 795 shares of Pacer Trendpilot 100 ETF worth $70.9K as of Q3 2026.
  • Pacer Trendpilot 100 ETF was a new Root Financial Partners position in Q3 2026.
  • Pacer Trendpilot 100 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #907 holding.
  • Root Financial Partners first reported a position in Pacer Trendpilot 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Pacer Trendpilot 100 ETF position peaked at $88.2K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.