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

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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 FilingReal-time monitoring allows investors to identify anomalies quickly. Unusual price movements or volumes can indicate opportunities or risks before they become apparent.Economic policy announcements often catalyze market reactions. Interest rate decisions, fiscal policy updates, and trade negotiations influence investor behavior, requiring real-time attention and responsive adjustments in strategy.MY Wealth Management Inc. (TLT) - Discloses Full Exit of Pacer Trendpilot 100 ETF (PTNQ) Stake in Q1 2026 13F FilingGlobal interconnections necessitate awareness of international events and policy shifts. Developments in one region can propagate through multiple asset classes globally. Recognizing these linkages allows for proactive adjustments and the identification of cross-market opportunities.

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 FilingTraders frequently use data as a confirmation tool rather than a primary signal. By validating ideas with multiple sources, they reduce the risk of acting on incomplete information.Cross-market monitoring is particularly valuable during periods of high volatility. Traders can observe how changes in one sector might impact another, allowing for more proactive risk management.MY Wealth Management Inc. (TLT) - Discloses Full Exit of Pacer Trendpilot 100 ETF (PTNQ) Stake in Q1 2026 13F FilingMany investors underestimate the importance of monitoring multiple timeframes simultaneously. Short-term price movements can often conflict with longer-term trends, and understanding the interplay between them is critical for making informed decisions. Combining real-time updates with historical analysis allows traders to identify potential turning points before they become obvious to the broader market.

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 FilingInvestors often test different approaches before settling on a strategy. Continuous learning is part of the process.Some investors rely heavily on automated tools and alerts to capture market opportunities. While technology can help speed up responses, human judgment remains necessary. Reviewing signals critically and considering broader market conditions helps prevent overreactions to minor fluctuations.MY Wealth Management Inc. (TLT) - Discloses Full Exit of Pacer Trendpilot 100 ETF (PTNQ) Stake in Q1 2026 13F FilingReal-time tracking of futures markets can provide early signals for equity movements. Since futures often react quickly to news, they serve as a leading indicator in many cases.