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Tempus Wealth Planning’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Tempus Wealth Planning’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
2025
Q4 		– Sell
-3,076
Closed -$238K – 291
2025
Q3 		$238K Sell
3,076
-90
-3% -$6.65K 0.05% 250
2025
Q2 		$226K Sell
3,166
-3,120
-50% -$212K 0.06% 244
2025
Q1 		$446K Buy
6,286
+20
+0.3% +$1.48K 0.13% 160
2024
Q4 		$464K Hold
6,266
– – 0.14% 150
2024
Q3 		$459K Sell
6,266
-160
-2% -$11.5K 0.17% 131
2024
Q2 		$463K Buy
6,426
+300
+5% +$20.8K 0.19% 117
2024
Q1 		$421K Hold
6,126
– – 0.19% 127
2023
Q4 		$400K Buy
6,126
+550
+10% +$34.9K 0.18% 126
2023
Q3 		$343K Sell
5,576
-100
-2% -$6.24K 0.17% 114
2023
Q2 		$352K Buy
5,676
+50
+0.9% +$2.87K 0.16% 130
2023
Q1 		$309K Sell
5,626
-1,625
-22% -$83.4K 0.15% 127
2022
Q4 		$357K Sell
7,251
-3,362
-32% -$169K 0.22% 115
2022
Q3 		$522K Buy
10,613
+12
+0.1% +$627 0.35% 79
2022
Q2 		$533K Buy
10,601
+100
+1% +$5.18K 0.44% 66
2022
Q1 		$548K Buy
10,501
+207
+2% +$11.3K 0.39% 75
2021
Q4 		$607K Buy
10,294
+54
+0.5% +$3.14K 0.33% 82
2021
Q3 		$570K Buy
10,240
+19
+0.2% +$1.07K 0.32% 81
2021
Q2 		$566K Buy
10,221
+410
+4% +$22.1K 0.38% 78
2021
Q1 		$514K Sell
9,811
-250
-2% -$13.1K 0.54% 45
2020
Q4 		$524K Sell
10,061
-317
-3% -$15.9K 0.68% 29
2020
Q3 		$499K Buy
10,378
+75
+0.7% +$3.51K 0.72% 25
2020
Q2 		$440K Buy
10,303
+1,039
+11% +$40.4K 0.66% 27
2020
Q1 		$322K Buy
9,264
+1,200
+15% +$48.1K 0.53% 38
2019
Q4 		$325K Buy
+8,064
New +$307K 0.29% 59

Other funds holding PTNQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tempus Wealth Planning's PTNQ Position: Q4 2025 in Review

Tempus Wealth Planning sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q4 2025, closing a stake of 3,076 shares — an estimated $238K sold.

Tempus Wealth Planning first reported a position in PTNQ in Q4 2019 and held it in 24 quarters. The position peaked at $607K in Q4 2021. 159 funds tracked by Wall St. Rank hold PTNQ as of Q4 2025.

  • Tempus Wealth Planning reported no remaining Pacer Trendpilot 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 3,076 Pacer Trendpilot 100 ETF shares in Q4 2025, an estimated $238K.
  • Tempus Wealth Planning first reported a position in Pacer Trendpilot 100 ETF in Q4 2019 and held it in 24 quarters.
  • Tempus Wealth Planning's Pacer Trendpilot 100 ETF position peaked at $607K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q4 2025.

Based on Tempus Wealth Planning's 13F filing for Q4 2025, filed 16 Jan 2026.