Sunrise Financial Services
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Sunrise Financial Services’s Pacer Nasdaq International Patent Leaders ETF PATN Stock Holding History

Sunrise Financial Services’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 		$7.06M Buy
+198,008
New +$7.02M 3.91% 8

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Rubicon Advisors
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Mascagni Wealth Management
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Churchill Financial Advisors
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IFP Advisors
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Sunrise Financial Services's PATN Position: Q3 2026 in Review

Sunrise Financial Services opened a new position in Pacer Nasdaq International Patent Leaders ETF (PATN) in Q3 2026: 198,008 shares worth $7.06M. The stake represents 3.91% of the portfolio and ranks #8 among its holdings.

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

  • Sunrise Financial Services held 198,008 shares of Pacer Nasdaq International Patent Leaders ETF worth $7.06M as of Q3 2026.
  • Pacer Nasdaq International Patent Leaders ETF was a new Sunrise Financial Services position in Q3 2026.
  • Pacer Nasdaq International Patent Leaders ETF made up 3.91% of Sunrise Financial Services's portfolio in Q3 2026, its #8 holding.
  • 17 funds tracked by Wall St. Rank held Pacer Nasdaq International Patent Leaders ETF as of Q3 2026.

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