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 Q3	$343K	Buy	4,650 +5	+0.1%	+$360	0.22%	122
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

Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Quantum Financial Partners Overland Park, Kansas $194M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Willner & Heller's PEXL Position: Q3 2026 in Review

Willner & Heller increased its Pacer US Export Leaders ETF (PEXL) stake by 0.11% in Q3 2026, buying an estimated $360 and bringing the position to 4,650 shares worth $343K. The position accounts for 0.22% of the portfolio, ranked #122.

Willner & Heller first reported a position in PEXL in Q1 2024 and has held it in 11 quarters since. The position peaked at $412K in Q3 2024. 8 funds tracked by Wall St. Rank hold PEXL as of Q3 2026.

Willner & Heller held 4,650 shares of Pacer US Export Leaders ETF worth $343K as of Q3 2026.
Willner & Heller bought 5 Pacer US Export Leaders ETF shares in Q3 2026, an estimated $360.
Pacer US Export Leaders ETF made up 0.22% of Willner & Heller's portfolio in Q3 2026, its #122 holding.
Willner & Heller first reported a position in Pacer US Export Leaders ETF in Q1 2024 and has held it in 11 quarters since.
Willner & Heller's Pacer US Export Leaders ETF position peaked at $412K in Q3 2024.
8 funds tracked by Wall St. Rank held Pacer US Export Leaders ETF as of Q3 2026.

Based on Willner & Heller's 13F filing for Q3 2026, filed 28 Oct 2026.