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Willner & Heller’s Pacer US Export Leaders ETF PEXL Stock Holding History

Willner & Heller’s Portfolio PEXL Stock Details PEXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$352K Buy
4,645
+2
+0% +$139 0.22% 123
2026
Q1 		$272K Sell
4,643
-79
-2% -$4.88K 0.2% 138
2025
Q4 		$288K Sell
4,722
-305
-6% -$18K 0.21% 137
2025
Q3 		$288K Sell
5,027
-512
-9% -$28.1K 0.22% 130
2025
Q2 		$288K Sell
5,539
-1,894
-25% -$88.9K 0.24% 120
2025
Q1 		$339K Sell
7,433
-803
-10% -$39.2K 0.31% 106
2024
Q4 		$396K Buy
8,236
+70
+0.9% +$3.5K 0.35% 96
2024
Q3 		$412K Buy
8,166
+1,224
+18% +$60.1K 0.37% 92
2024
Q2 		$340K Buy
6,942
+1,592
+30% +$77.3K 0.33% 104
2024
Q1 		$265K Buy
+5,350
New +$250K 0.26% 121

Other funds holding PEXL

VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
QFP
Quantum Financial Partners Overland Park, Kansas $196M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Willner & Heller's PEXL Position: Q2 2026 in Review

Willner & Heller increased its Pacer US Export Leaders ETF (PEXL) stake by 0.04% in Q2 2026, buying an estimated $139 and bringing the position to 4,645 shares worth $352K. The position accounts for 0.22% of the portfolio, ranked #123.

Willner & Heller first reported a position in PEXL in Q1 2024 and has held it in 10 quarters since. The position peaked at $412K in Q3 2024. 11 funds tracked by Wall St. Rank hold PEXL as of Q2 2026.

  • Willner & Heller held 4,645 shares of Pacer US Export Leaders ETF worth $352K as of Q2 2026.
  • Willner & Heller bought 2 Pacer US Export Leaders ETF shares in Q2 2026, an estimated $139.
  • Pacer US Export Leaders ETF made up 0.22% of Willner & Heller's portfolio in Q2 2026, its #123 holding.
  • Willner & Heller first reported a position in Pacer US Export Leaders ETF in Q1 2024 and has held it in 10 quarters since.
  • Willner & Heller's Pacer US Export Leaders ETF position peaked at $412K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Pacer US Export Leaders ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.