MY Wealth Management Inc. (TLT) - Discloses Full Exit of Pacer Trendpilot 100 ETF (PTNQ) Stake in Q1 2026 13F Filing - Acquisition

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On May 1, 2026, MY Wealth Management (TLT), a Maryland-registered fiduciary investment advisor, submitted its mandatory quarterly 13F holdings disclosure to the U.S. Securities and Exchange Commission, revealing a full exit of its stake in the Pacer Funds Trust - Pacer Trendpilot 100 ETF (PTNQ) over the first three months of 2026. The transaction involved the sale of all 128,858 PTNQ shares held by the firm at the end of Q4 2025, with total estimated gross proceeds of $10.02 million, calculated MY Wealth Management Inc. (TLT) - Discloses Full Exit of Pacer Trendpilot 100 ETF (PTNQ) Stake in Q1 2026 13F FilingTracking global futures alongside local equities offers insight into broader market sentiment. Futures often react faster to macroeconomic developments, providing early signals for equity investors.Data platforms often provide customizable features. This allows users to tailor their experience to their needs.MY Wealth Management Inc. (TLT) - Discloses Full Exit of Pacer Trendpilot 100 ETF (PTNQ) Stake in Q1 2026 13F FilingSome traders incorporate global events into their analysis, including geopolitical developments, natural disasters, or policy changes. These factors can influence market sentiment and volatility, making it important to blend fundamental awareness with technical insights for better decision-making.

Key Highlights

1. **Core Product Mechanics**: The Pacer Trendpilot 100 ETF is a rules-based trend-following product that tracks the NASDAQ-100 index, dynamically adjusting allocation between large-cap growth equities and cash equivalents to mitigate downside risk during periods of elevated market volatility. 2. **Performance Benchmark Gaps**: Over the trailing 10-year period ending March 31, 2026, PTNQ delivered a total return of 305%, translating to a 15% compound annual growth rate (CAGR). This underperforms MY Wealth Management Inc. (TLT) - Discloses Full Exit of Pacer Trendpilot 100 ETF (PTNQ) Stake in Q1 2026 13F FilingAccess to continuous data feeds allows investors to react more efficiently to sudden changes. In fast-moving environments, even small delays in information can significantly impact decision-making.Real-time data can highlight sudden shifts in market sentiment. Identifying these changes early can be beneficial for short-term strategies.MY Wealth Management Inc. (TLT) - Discloses Full Exit of Pacer Trendpilot 100 ETF (PTNQ) Stake in Q1 2026 13F FilingMonitoring investor behavior, sentiment indicators, and institutional positioning provides a more comprehensive understanding of market dynamics. Professionals use these insights to anticipate moves, adjust strategies, and optimize risk-adjusted returns effectively.

Expert Insights

TLT’s full exit from PTNQ aligns with a growing trend among registered investment advisors (RIAs) re-evaluating tactical volatility-mitigation products following the extended 2023-2025 U.S. equity market rally, where trend-following strategies that shifted to cash during brief volatility events missed out on sharp upside rebounds in large-cap tech stocks. The 7.1 percentage point 12-month underperformance of PTNQ relative to the S&P 500, and 620 basis point annualized 10-year underperformance relative to QQQ, highlights a core structural tradeoff of trend-following strategies: downside protection comes at the cost of upside capture during low-volatility uptrends, which have dominated U.S. equity markets for 7 of the past 10 years. For RIAs like TLT that serve clients with moderate to high risk tolerances and multi-decade investment horizons, the opportunity cost of holding PTNQ has outweighed its downside mitigation benefits in recent periods, particularly as its 0.65% expense ratio is more than 3x higher than the fee on passive NASDAQ-100 ETFs like QQQ. It is critical to note that the sale does not signal a fundamental negative outlook on PTNQ as a viable investment product, but rather a portfolio allocation shift tailored to TLT’s specific client risk profiles and return targets. PTNQ remains a competitive option for investors with shorter time horizons or elevated risk aversion, as its rules-based dynamic allocation has historically reduced maximum drawdowns by an average of 12 percentage points during bear market periods, per Pacer Funds performance data. For retail investors, the observed performance gap reinforces the long-standing value proposition of low-cost passive index funds for multi-decade financial goals, as the higher fees and reduced upside capture of tactical ETFs erode long-term compound returns for investors who do not require active volatility management. TLT has not yet publicly disclosed what assets it allocated the $10.02 million in PTNQ sale proceeds to, though industry analysts expect the firm shifted the capital to lower-cost passive equity ETFs to align with its long-term client mandates. (Total word count: 1187) MY Wealth Management Inc. (TLT) - Discloses Full Exit of Pacer Trendpilot 100 ETF (PTNQ) Stake in Q1 2026 13F FilingExperienced traders often develop contingency plans for extreme scenarios. Preparing for sudden market shocks, liquidity crises, or rapid policy changes allows them to respond effectively without making impulsive decisions.Historical trends often serve as a baseline for evaluating current market conditions. Traders may identify recurring patterns that, when combined with live updates, suggest likely scenarios.MY Wealth Management Inc. (TLT) - Discloses Full Exit of Pacer Trendpilot 100 ETF (PTNQ) Stake in Q1 2026 13F FilingHigh-frequency data monitoring enables timely responses to sudden market events. Professionals use advanced tools to track intraday price movements, identify anomalies, and adjust positions dynamically to mitigate risk and capture opportunities.