Wealthcare Advisory Partners’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Wealthcare Advisory Partners’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
2019 Q4	–	Sell	-664	Closed	–	–	1425
2019 Q3	$0	Hold	664	–	–	﹤0.01%	1397
2019 Q2	$24K	Buy	+664	New	+$23.2K	﹤0.01%	684
2019 Q1	–	Sell	-3,239	Closed	-$106K	–	1266
2018 Q4	$106K	Hold	3,239	–	–	0.02%	301
2018 Q3	$117K	Hold	3,239	–	–	0.02%	311
2018 Q2	$108K	Hold	3,239	–	–	0.02%	316
2018 Q1	$101K	Hold	3,239	–	–	0.02%	273
2017 Q4	$98K	Hold	3,239	–	–	0.03%	258
2017 Q3	$92K	Buy	+3,239	New	+$90.1K	0.03%	222

Other funds holding PTNQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealthcare Advisory Partners's PTNQ Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q4 2019, closing a stake of 664 shares.

Wealthcare Advisory Partners first reported a position in PTNQ in Q3 2017 and held it in 8 quarters. The position peaked at $117K in Q3 2018. 71 funds tracked by Wall St. Rank hold PTNQ as of Q4 2019.

Wealthcare Advisory Partners reported no remaining Pacer Trendpilot 100 ETF position as of Q4 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 664 Pacer Trendpilot 100 ETF shares in Q4 2019.
Wealthcare Advisory Partners first reported a position in Pacer Trendpilot 100 ETF in Q3 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's Pacer Trendpilot 100 ETF position peaked at $117K in Q3 2018.
71 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.