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Accurate Wealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Accurate Wealth Management’s Portfolio PTMC Stock Details PTMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-53
Closed -$1.71K – 1120
2022
Q4 		$1.71K Buy
+53
New +$1.7K ﹤0.01% 1242

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accurate Wealth Management's PTMC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2023, closing a stake of 53 shares — an estimated $1.71K sold.

Accurate Wealth Management first reported a position in PTMC in Q4 2022 and held it in 1 quarter. The position peaked at $1.71K in Q4 2022. 68 funds tracked by Wall St. Rank hold PTMC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 53 Pacer Trendpilot US Mid Cap ETF shares in Q1 2023, an estimated $1.71K.
  • Accurate Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Pacer Trendpilot US Mid Cap ETF position peaked at $1.71K in Q4 2022.
  • 68 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.