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WealthShield Partners’s Pacer Trendpilot International ETF PTIN Stock Holding History

WealthShield Partners’s Portfolio PTIN Stock Details PTIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,553
Closed -$98K – 1058
2021
Q1 		$98K Buy
+3,553
New +$97.1K 0.02% 345
2020
Q4 		– Sell
-5,759
Closed -$131K – 377
2020
Q3 		$131K Sell
5,759
-412
-7% -$9.59K 0.05% 263
2020
Q2 		$144K Buy
6,171
+2,994
+94% +$70.2K 0.07% 210
2020
Q1 		$74K Buy
+3,177
New +$81.1K 0.05% 179

Other funds holding PTIN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

WealthShield Partners's PTIN Position: Q2 2021 in Review

WealthShield Partners sold out of Pacer Trendpilot International ETF (PTIN) in Q2 2021, closing a stake of 3,553 shares — an estimated $98K sold.

WealthShield Partners first reported a position in PTIN in Q1 2020 and held it in 4 quarters. The position peaked at $144K in Q2 2020. 33 funds tracked by Wall St. Rank hold PTIN as of Q2 2021.

  • WealthShield Partners reported no remaining Pacer Trendpilot International ETF position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 3,553 Pacer Trendpilot International ETF shares in Q2 2021, an estimated $98K.
  • WealthShield Partners first reported a position in Pacer Trendpilot International ETF in Q1 2020 and held it in 4 quarters.
  • WealthShield Partners's Pacer Trendpilot International ETF position peaked at $144K in Q2 2020.
  • 33 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.