U.S. Capital Wealth Advisors’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-40	Closed	-$1.97K	–	1302
2022 Q4	$1.97K	Buy	+40	New	+$2.01K	﹤0.01%	1487

Other funds holding PTNQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

U.S. Capital Wealth Advisors's PTNQ Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q1 2023, closing a stake of 40 shares — an estimated $1.97K sold.

U.S. Capital Wealth Advisors first reported a position in PTNQ in Q4 2022 and held it in 1 quarter. The position peaked at $1.97K in Q4 2022. 89 funds tracked by Wall St. Rank hold PTNQ as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Pacer Trendpilot 100 ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 40 Pacer Trendpilot 100 ETF shares in Q1 2023, an estimated $1.97K.
U.S. Capital Wealth Advisors first reported a position in Pacer Trendpilot 100 ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Pacer Trendpilot 100 ETF position peaked at $1.97K in Q4 2022.
89 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.