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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
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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $43.3B AUM 29.3% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Root Financial Partners's PTNQ Position: Q1 2026 in Review

Root Financial Partners reduced its Pacer Trendpilot 100 ETF (PTNQ) stake by 8.6% in Q1 2026, selling an estimated $7.46K and leaving 1,025 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Root Financial Partners first reported a position in PTNQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $88.2K in Q4 2025. 159 funds tracked by Wall St. Rank hold PTNQ as of Q1 2026.

  • Root Financial Partners held 1,025 shares of Pacer Trendpilot 100 ETF worth $74.8K as of Q1 2026.
  • Root Financial Partners sold 96 Pacer Trendpilot 100 ETF shares in Q1 2026, an estimated $7.46K.
  • Pacer Trendpilot 100 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #698 holding.
  • Root Financial Partners first reported a position in Pacer Trendpilot 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Pacer Trendpilot 100 ETF position peaked at $88.2K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.