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Salem Investment Counselors’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Salem Investment Counselors’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
2023
Q3 		– Sell
-386
Closed -$24K – 1161
2023
Q2 		$24K Buy
+386
New +$22.2K ﹤0.01% 664

Other funds holding PTNQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Salem Investment Counselors's PTNQ Position: Q3 2023 in Review

Salem Investment Counselors sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q3 2023, closing a stake of 386 shares — an estimated $24K sold.

Salem Investment Counselors first reported a position in PTNQ in Q2 2023 and held it in 1 quarter. The position peaked at $24K in Q2 2023. 103 funds tracked by Wall St. Rank hold PTNQ as of Q3 2023.

  • Salem Investment Counselors reported no remaining Pacer Trendpilot 100 ETF position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 386 Pacer Trendpilot 100 ETF shares in Q3 2023, an estimated $24K.
  • Salem Investment Counselors first reported a position in Pacer Trendpilot 100 ETF in Q2 2023 and held it in 1 quarter.
  • Salem Investment Counselors's Pacer Trendpilot 100 ETF position peaked at $24K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.