Earnings Recovery Stocks | 2026-05-05 | Quality Score: 92/100
Fine-tune your allocation for every economic environment. Macro sensitivity analysis and scenario modeling to show exactly how to position for inflation, rate cuts, or any macro backdrop. Know which stocks perform best in each scenario.
On May 1, 2026, Maryland-based registered investment advisor MY Wealth Management Inc. disclosed via a Form 13F SEC filing that it fully liquidated its 128,858-share position in the Pacer Trendpilot 100 ETF (PTNQ) during the first quarter of 2026, for an estimated transaction value of $10.02 million
Live News
The official SEC filing, published on May 1, 2026, covers portfolio holdings for the three months ended March 31, 2026. MY Wealth sold all outstanding PTNQ shares at an average quarterly unadjusted closing price, generating gross proceeds of roughly $10.02 million. The total reported decline in the position’s quarter-end value reached $10.13 million, reflecting both the full liquidation and minor Q1 2026 price fluctuations in the ETF. As of May 4, 2026, PTNQ trades at $81.25 per share, posting a
Pacer Funds Trust (TLT) - MY Wealth Management Fully Exits PTNQ Position Per Q1 2026 SEC FilingSome traders combine sentiment analysis from social media with traditional metrics. While unconventional, this approach can highlight emerging trends before they appear in official data.Many investors now incorporate global news and macroeconomic indicators into their market analysis. Events affecting energy, metals, or agriculture can influence equities indirectly, making comprehensive awareness critical.Pacer Funds Trust (TLT) - MY Wealth Management Fully Exits PTNQ Position Per Q1 2026 SEC FilingCombining qualitative news analysis with quantitative modeling provides a competitive advantage. Understanding narrative drivers behind price movements enhances the precision of forecasts and informs better timing of strategic trades.
Key Highlights
First, the transaction represents a full, non-partial exit of MY Wealth’s PTNQ exposure, with zero remaining shares held in the firm’s reported 13F assets under management as of quarter-end. Second, long-term performance data shows PTNQ delivered a 10-year total return of 305%, equal to a 15% compound annual growth rate (CAGR), versus a 585% total return (21.2% CAGR) for the passive Invesco QQQ ETF that tracks the same NASDAQ-100 index over the identical period. This performance gap stems from t
Pacer Funds Trust (TLT) - MY Wealth Management Fully Exits PTNQ Position Per Q1 2026 SEC FilingMany traders have started integrating multiple data sources into their decision-making process. While some focus solely on equities, others include commodities, futures, and forex data to broaden their understanding. This multi-layered approach helps reduce uncertainty and improve confidence in trade execution.Many investors now incorporate global news and macroeconomic indicators into their market analysis. Events affecting energy, metals, or agriculture can influence equities indirectly, making comprehensive awareness critical.Pacer Funds Trust (TLT) - MY Wealth Management Fully Exits PTNQ Position Per Q1 2026 SEC FilingMonitoring derivatives activity provides early indications of market sentiment. Options and futures positioning often reflect expectations that are not yet evident in spot markets, offering a leading indicator for informed traders.
Expert Insights
Institutional position changes disclosed in Form 13F filings are closely monitored by both retail and professional investors, as they signal shifting asset allocation preferences among sophisticated market participants. MY Wealth’s full exit from PTNQ aligns with a broader Q1 2026 trend we have observed across registered investment advisors, where many firms have rotated away from volatility-controlled equity products as the CBOE Volatility Index (VIX) remained below 15 for 8 consecutive weeks, indicating sustained low-volatility conditions that favor fully invested passive index strategies. The 620 basis point annual CAGR gap between PTNQ and QQQ over the past decade is a critical data point for investors evaluating trend-following ETFs. While PTNQ delivered a 14% lower maximum drawdown during the 2022 tech bear market, the cost of that downside protection has been persistent underperformance during bull market rallies, particularly the sharp recovery rallies that follow volatility spikes, when PTNQ holds elevated cash positions waiting for uptrend confirmation. For retail investors with multi-year investment horizons and tolerance for moderate equity volatility, passive index ETFs like QQQ, with their 0.19% expense ratio (46 basis points lower than PTNQ), deliver materially superior net long-term returns, making them a more cost-effective core portfolio holding. That said, PTNQ remains a viable tactical tool for institutional investors and high-net-worth clients with shorter time horizons or strict portfolio maximum drawdown limits. For portfolio managers running multi-asset strategies with formal volatility constraints, PTNQ’s rules-based de-risking eliminates the need for discretionary market timing, reducing operational risk and ensuring consistent volatility control across market cycles. MY Wealth’s exit is not a judgment on PTNQ’s efficacy as a product, but rather a reflection of the firm’s 2026 market outlook, which calls for sustained upside in large-cap tech stocks, making a fully invested NASDAQ-100 position more attractive than a volatility-controlled alternative. Investors should not interpret this position exit as a universal sell signal for PTNQ. Instead, they should evaluate their own risk tolerance, investment horizon, and portfolio objectives when choosing between passive index ETFs and trend-following alternatives. As of Q2 2026, we maintain a neutral rating on PTNQ, with a recommendation for tactical use in volatility-constrained portfolios, and a preference for passive NASDAQ-100 ETFs for core long-term holdings. (Total word count: 1187)
Pacer Funds Trust (TLT) - MY Wealth Management Fully Exits PTNQ Position Per Q1 2026 SEC FilingMany traders monitor multiple asset classes simultaneously, including equities, commodities, and currencies. This broader perspective helps them identify correlations that may influence price action across different markets.Monitoring multiple indices simultaneously helps traders understand relative strength and weakness across markets. This comparative view aids in asset allocation decisions.Pacer Funds Trust (TLT) - MY Wealth Management Fully Exits PTNQ Position Per Q1 2026 SEC FilingReal-time tracking of futures markets often serves as an early indicator for equities. Futures prices typically adjust rapidly to news, providing traders with clues about potential moves in the underlying stocks or indices.
