Wealth Enhancement Advisory Services
PTNQ icon

Wealth Enhancement Advisory Services’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$1.6M Buy
18,332
+4,399
+32% +$366K ﹤0.01% 1731
2026
Q1 		$1.02M Buy
13,933
+432
+3% +$33.6K ﹤0.01% 1784
2025
Q4 		$1.08M Sell
13,501
-283
-2% -$22.4K ﹤0.01% 1908
2025
Q3 		$1.08M Sell
13,784
-61
-0.4% -$4.51K ﹤0.01% 1810
2025
Q2 		$996K Sell
13,845
-34,378
-71% -$2.33M ﹤0.01% 1758
2025
Q1 		$3.42M Sell
48,223
-3,073
-6% -$227K 0.01% 991
2024
Q4 		$3.8M Sell
51,296
-4,665
-8% -$349K 0.01% 900
2024
Q3 		$4.1M Buy
55,961
+1,159
+2% +$83.2K 0.01% 794
2024
Q2 		$3.95M Sell
54,802
-6,672
-11% -$463K 0.01% 756
2024
Q1 		$4.22M Sell
61,474
-8,116
-12% -$545K 0.01% 711
2023
Q4 		$4.55M Sell
69,590
-7,242
-9% -$460K 0.01% 633
2023
Q3 		$4.72M Buy
+76,832
New +$4.8M 0.02% 595

Other funds holding PTNQ

MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return