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Summit Financial’s Pacer Trendpilot International ETF PTIN Stock Holding History

Summit Financial’s Portfolio PTIN Stock Details PTIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Buy
36,932
+8,693
+31% +$309K 0.01% 745
2026
Q1 		$918K Buy
28,239
+3,748
+15% +$126K 0.01% 803
2025
Q4 		$790K Buy
24,491
+12,891
+111% +$404K 0.01% 737
2025
Q3 		$353K Buy
+11,600
New +$343K 0.01% 1010

Other funds holding PTIN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial's PTIN Position: Q2 2026 in Review

Summit Financial increased its Pacer Trendpilot International ETF (PTIN) stake by 31% in Q2 2026, buying an estimated $309K and bringing the position to 36,932 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #745.

Summit Financial first reported a position in PTIN in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold PTIN as of Q2 2026.

  • Summit Financial held 36,932 shares of Pacer Trendpilot International ETF worth $1.35M as of Q2 2026.
  • Summit Financial bought 8,693 Pacer Trendpilot International ETF shares in Q2 2026, an estimated $309K.
  • Pacer Trendpilot International ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #745 holding.
  • Summit Financial first reported a position in Pacer Trendpilot International ETF in Q3 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.