Segment Wealth Management
PATN icon

Segment Wealth Management’s Pacer Nasdaq International Patent Leaders ETF PATN Stock Holding History

Segment Wealth Management’s Portfolio PATN Stock Details PATN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.61M Buy
+101,163
New +$3.59M 0.19% 97

Other funds holding PATN

ARG
Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Southern Capital Services
Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Rubicon Advisors
Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return
Mascagni Wealth Management
Mascagni Wealth Management Clinton, Mississippi $165M AUM 20.03% 1-Year Est. Return
Churchill Financial Advisors
Churchill Financial Advisors Louisville, Kentucky $511M AUM 22.69% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Segment Wealth Management's PATN Position: Q3 2026 in Review

Segment Wealth Management opened a new position in Pacer Nasdaq International Patent Leaders ETF (PATN) in Q3 2026: 101,163 shares worth $3.61M. The stake represents 0.19% of the portfolio and ranks #97 among its holdings.

17 funds tracked by Wall St. Rank hold PATN as of Q3 2026.

  • Segment Wealth Management held 101,163 shares of Pacer Nasdaq International Patent Leaders ETF worth $3.61M as of Q3 2026.
  • Pacer Nasdaq International Patent Leaders ETF was a new Segment Wealth Management position in Q3 2026.
  • Pacer Nasdaq International Patent Leaders ETF made up 0.19% of Segment Wealth Management's portfolio in Q3 2026, its #97 holding.
  • 17 funds tracked by Wall St. Rank held Pacer Nasdaq International Patent Leaders ETF as of Q3 2026.

Based on Segment Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.