Zimmermann Investment Management & Planning’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Zimmermann Investment Management & Planning’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
2024 Q4	–	Sell	-5,587	Closed	-$410K	–	102
2024 Q3	$410K	Sell	5,587 -4,100	-42%	-$294K	0.13%	94
2024 Q2	$698K	Sell	9,687 -31,377	-76%	-$2.18M	0.23%	66
2024 Q1	$2.82M	Sell	41,064 -49,140	-54%	-$3.3M	1.02%	30
2023 Q4	$5.89M	Buy	90,204 +25,473	+39%	+$1.62M	2.41%	13
2023 Q3	$3.98M	Buy	+64,731	New	+$4.04M	1.91%	19

Other funds holding PTNQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Zimmermann Investment Management & Planning's PTNQ Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q4 2024, closing a stake of 5,587 shares — an estimated $410K sold.

Zimmermann Investment Management & Planning first reported a position in PTNQ in Q3 2023 and held it in 5 quarters. The position peaked at $5.89M in Q4 2023. 149 funds tracked by Wall St. Rank hold PTNQ as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Pacer Trendpilot 100 ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 5,587 Pacer Trendpilot 100 ETF shares in Q4 2024, an estimated $410K.
Zimmermann Investment Management & Planning first reported a position in Pacer Trendpilot 100 ETF in Q3 2023 and held it in 5 quarters.
Zimmermann Investment Management & Planning's Pacer Trendpilot 100 ETF position peaked at $5.89M in Q4 2023.
149 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.