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WR Wealth Planners’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

WR Wealth Planners’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
2022
Q3 		– Sell
-46
Closed -$2.31K – 551
2022
Q2 		$2.31K Buy
+46
New +$2.38K ﹤0.01% 410

Other funds holding PTNQ

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WR Wealth Planners's PTNQ Position: Q3 2022 in Review

WR Wealth Planners sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q3 2022, closing a stake of 46 shares — an estimated $2.31K sold.

WR Wealth Planners first reported a position in PTNQ in Q2 2022 and held it in 1 quarter. The position peaked at $2.31K in Q2 2022. 81 funds tracked by Wall St. Rank hold PTNQ as of Q3 2022.

  • WR Wealth Planners reported no remaining Pacer Trendpilot 100 ETF position as of Q3 2022 after selling out during the quarter.
  • WR Wealth Planners sold 46 Pacer Trendpilot 100 ETF shares in Q3 2022, an estimated $2.31K.
  • WR Wealth Planners first reported a position in Pacer Trendpilot 100 ETF in Q2 2022 and held it in 1 quarter.
  • WR Wealth Planners's Pacer Trendpilot 100 ETF position peaked at $2.31K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2022.

Based on WR Wealth Planners's 13F filing for Q3 2022, filed 10 Oct 2024.