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Wealthspire Advisors (New York)’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-300
Closed -$23.3K – 2419
2025
Q3 		$23.3K Buy
+300
New +$22.2K ﹤0.01% 1606

Other funds holding PTNQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s PTNQ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q4 2025, closing a stake of 300 shares — an estimated $23.3K sold.

Wealthspire Advisors (New York) first reported a position in PTNQ in Q3 2025 and held it in 1 quarter. The position peaked at $23.3K in Q3 2025. 159 funds tracked by Wall St. Rank hold PTNQ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Pacer Trendpilot 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 300 Pacer Trendpilot 100 ETF shares in Q4 2025, an estimated $23.3K.
  • Wealthspire Advisors (New York) first reported a position in Pacer Trendpilot 100 ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Pacer Trendpilot 100 ETF position peaked at $23.3K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.