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
Q3 		$1.61M Sell
17,809
-523
-3% -$45.1K ﹤0.01% 1835
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

BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's PTNQ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Pacer Trendpilot 100 ETF (PTNQ) stake by 2.9% in Q3 2026, selling an estimated $45.1K and leaving 17,809 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Wealth Enhancement Advisory Services first reported a position in PTNQ in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.72M in Q3 2023. 15 funds tracked by Wall St. Rank hold PTNQ as of Q3 2026.

  • Wealth Enhancement Advisory Services held 17,809 shares of Pacer Trendpilot 100 ETF worth $1.61M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 523 Pacer Trendpilot 100 ETF shares in Q3 2026, an estimated $45.1K.
  • Pacer Trendpilot 100 ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1835 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pacer Trendpilot 100 ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Pacer Trendpilot 100 ETF position peaked at $4.72M in Q3 2023.
  • 15 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.